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Value for money
Support
Integrations
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.
£10.465 bn
Majority owned by Caledonia
Proprietary
Integrations
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
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Third Financial – Tercero
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Bluecoat
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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
Integrates One Way
Integrates Both Ways
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