Solution introduction
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.
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.
My Future
My Future is a brilliant tool to encourage client engagement. Capturing details about family, property and wealth, it allows advisers to create cashflow plans with interactive charts that you can share with your clients. It paints a picture of your clients’ financial future to check if their retirement plans are on track.
My Money
My Money provides you and your clients an interactive way to keep up to date with how their investments are performing, their asset allocation and where around the world their assets are invested.
