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Value for money
Based on 19 reviews
Why the 7IM Platform – meeting your complex needs
7IM is a multi-facet business, we offer a high quality investment platform, we are an asset manager with a range of investment solutions, and a high net worth discretionary service.
We originally built our platform to run our own business on. We understand exactly what a platform needs to provide to be both efficient and effective and critically deliver a great client experience.
The 7IM Platform is both transparent and unbundled, and whole of market.
Enables us to support a large range of client segments, including discretionary and advisory services and model portfolios with rebalancing and multi asset funds.
We focus on service and an engaging experience
For both advisers and their clients.
Tax wrappers are available from multiple providers with discounted options from preferred providers. We are also a SIPP provider in our own right.
Advisers and clients therefore have the flexibility to choose the most suitable wrapper without restrictions, together with a number of simple low cost options.
7IM is a platform plus DIM plus investment manager. Their heritage is in managing money but the platform is well-liked by advisers and offers access to a wide range of investment options and tax wrappers. 7IM offer good service and are focussed on making life easier for everyone in the financial planning firm. 7IM has among the highest average account value on platform, catering to a well-healed customer base.
Majority owned by Caledonia
No integrations available for Cash Management
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
intelliflo personal finance portal
Best Practice / Creative Technology
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intelliflo office (intelliflo)
Plum Software (Praemium)
Integrates One Way
Integrates Both Ways