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Willingness to recommend

4/5

Based on 7 reviews

Value for money

3.71/5

Support

3.86/5

Integrations

3.86/5

Based on 7 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.

NextWealth view

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 top notch service and are focussed on making life easier for everyone in the financial planning firm. They continue to innovate, launching a retirement income service earlier this year adding a pile of new features and functionality to the platform to make it easier for financial planners to manage portfolios in decumulation within and across tax wrappers. 7IM has among the highest average account value on platform, catering to a well-healed customer base. 7IM has suffered a bit recently due to lacklustre performance of their discretionary portfolios but we think that the platform is good value for those looking for a more sophisticated investment proposition, with good access to ETFs and other listed securities.

Assets under influence:
£10.465 bn
Ownership:
Majority owned by Caledonia
Technology Partnerships:

Proprietary

Integrations

3.86/5
Based on 7 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

Prestwood:Truth

Client Portal – Adviser Office (Iress)

Client Portal – Xplan (Iress)

moneyinfo

The Personal Finance Portal (Intelliflo)

Best Practice / Creative Technology

Capita Financial Software

Morningstar

Third Financial – Tercero

True Potential

Assyst Software

Avelo

Bluecoat

Creative Technologies (Enable)

CURO (Time4Advice)

Durell Software

Enable (Best Practice)

Fastrak

Intelligent Office (Intelliflo)

JCS

Morningstar Workstation

Plum Software (Praemium)

Prestwood Software

True Potential

Xplan (Iress)

FE Analytics

Morningstar

The Exchange

Dynamic Planner

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for 7IM
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Very good to deal with and competitive for investment trusts
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Difficult site to navigate
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
They are always looking to improve their systems and procedures to assist clients and advisers
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
"Great
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
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