Wealth Management Platform
A whole-of-market investment platform supporting financial advisers to deliver an unrivalled client experience.
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Our award-winning platform allows you to monitor and manage all your clients’ investments with ease.
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7IMagine app
Model your clients’ financial futures and stay updated with their portfolios on the go via the 7IMagine application.
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Fees and charges
Find out more about our fees and charges for using the 7IM Platform and the 7IM SIPP.
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Interested in a demo?
Want to arrange a demonstration or learn more about the 7IM Platform? Get in touch with our team today.
Key dates and support for 2024-25 tax year-end
With TYE fast approaching, we have a dedicated information hub with key dates to keep in mind as you plan for this busy time of year.
Already use the 7IM Platform?
Platform help centre
Are you already using the 7IM platform? We have lots of useful guides and videos on how to use our platform.
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Platform login help and FAQs
Find answers to our most frequently asked questions and help for accessing our new Platform login system.
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Accounts on the 7IM Platform
This information hub provides guidance on how to open, top-up, and manage the various wrappers available on our platform.
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DFMs on Platform
The award winning 7IM Platform has been designed for firms who want to use discretionary investment models.
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7IM SIPP
An easy, flexible way for financial advisers to build and manage their clients’ financial future.
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Literature Centre
View all documents associated with our Platform including brochures, user guides and application forms.
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Contact us
Need to get in touch? Our Platform Service Team can help with technical support.
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Introducing the 7IM Retirement Income Solution (RIS)
Feel confident about your clients’ money lasting the distance and being ready to adapt to the ever-changing world with the 7IM RIS – managed by you, underpinned by our robust methodology.
Financial Intermediary
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