7IMagine app

Model your clients' financial futures or keep up to date with their portfolios on the go, via our app 7IMagine

As a 7IM platform user, you and your clients benefit from our award-winning 7IMagine app.

7IMagine allows you to interact with the information and see a client’s entire portfolio exactly as you want.

Download the app for free from the Apple App Store, Google Play Store and Microsoft Store.

Video transcript

Welcome to the 7IMagine app. 7IMagine helps connect you to your finances in a clear and easy-to-understand way and you can access it through biometrics, such as fingerprint or facial recognition, just as you do with other devices. You're in control of how you view things. Straight away you can see the total of everything you have. For example, your pension, general investment account and ISA, all in one place. You can see how much you've added to your portfolio, how much you've taken out and the overall performance. Understanding how your portfolio is performing in relation to a benchmark, is important. With 7IMagine, this is easy to do and you can choose from a range of benchmarks. You can also look at the different constituents of your portfolio, individually. Another benefit of 7IMagine, is that you can see which asset classes you're invested in across your entire portfolio, so you can see what percentage overall is in cash, equities, fixed interest and other asset classes. This helps you and your adviser to understand and control the risk in your portfolio, both overall and in each wrapper. Where you're invested is important to understand too. With 7IMagine, you can also easily see your global allocation. 7IMagine lets you drill down into the detail. You can see each holding individually, along with the percentage and monetary change. You can also access the fact sheets, for a more detailed understanding. 7IMagine gives you total control and oversight of your wealth, when you want it and where you want it. For more information, please get in touch with your financial adviser. For more information, please get in touch with your financial adviser.

Have 7IM just delivered the best Financial Planning software user experience ever?

"Imagine if advisers could have access to a retirement planning tool that was as easy to use… with a user interface so intuitive that you really don’t need any training or guidance on how to use it. Such a product could potentially transform how advisers engage with clients digitally."

Ian McKenna, 12 February 2021
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View your clients portfolios on the go

7IMagine allows you to view your clients portfolios on the go, as long as you have an internet connection.

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