Solution introduction

Benefit from our award-winning platform and the support of a dedicated team

Our platform was the first open architecture platform in the UK. We built it to run our own business on. So we understand that a platform needs to be both efficient and effective

7IM Platform in numbers (31 May 2022)

  • GB£14.2 billion AUM
  • 36,679 clients
  • 2,033 advisers

Easy to do business with
Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing you more time with your clients.

Value for money
We’re always cost conscious – the 7IM Platform is responsibly and competitively priced. You’ll also gain access to the 7IMagine app, where you can conduct reviews and create bespoke cashflow plans for your clients.

Keeping assets secure
Assets are held in custody with Pershing Ltd, whose parent, BNY Mellon, is an AA-rated bank and one of the world’s largest custodians.

Expertise and a personal touch
Our dedicated and experienced Platform Team are here to help you, getting to know you and your business and adapting the service to fit your needs.

Bespoke reporting and client engagement
You'll benefit from a comprehensive suite of reporting tools that can be tailored to your advice process and your clients' needs.

Responsive to change
Proprietary technology allows us to be responsive to changes and adapt to you and your clients’ evolving needs.

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