Login
7IM
Willingness to recommend
4.04/5
About the provider
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.
Leave a review
Ownership:
Majority owned by Ontario Teachers' Pension Plan
AUM:
£15.1bn as at 30th September 2023
Partnerships:
Proprietary
NextWealth analysis
7IM is a platform plus DFM 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. This year 7IM was sold by Caledonia Investments to the Ontario Teachers' Pension Plan for a reported £255mn. 7IM offers good service and is focussed on making life easier for everyone in the financial planning firm. User reviews improved this year pushing 7IM near the top of the rankings.
Advisers give the platform good scores for support provided but several have told us the tech needs an update.
“7IM platform is easy to navigate and very quick response from the platform team for help.”
“I love the way they chase providers at least weekly and have notes so the adviser can see what’s going on. This is very efficient.” “Overall feel is that it is a little behind the curve in functionality.”
“Not an intuitive or user-friendly platform.”
Integrations
Based on 116 reviews
3.89/5
Integrates One Way
Integrates Both Ways
Assyst Software
Avelo
Bluecoat
CURO (Time4Advice)
Durell Software
Enable (Best Practice)
Fastrak
intelliflo office (intelliflo)
JCS
Morningstar Workstation
Plum Software (a Morningstar company)
Prestwood Software
True Potential Adviser Services (CRM)
Xplan (Iress)
No integrations available for Cash Management
Prestwood:Truth
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
intelliflo personal finance portal
moneyinfo
Best Practice / Creative Technology
Capita Financial Software
Morningstar
Third Financial – Tercero
True Potential
FE Analytics
Morningstar
The Exchange
Dynamic Planner
Reviews
Willingness to recommend
Integrations
Value for money
Service
Operates in the way that we need and now acts as our central investment platform. Trading/Dealing could be improved (e.g. settlement times & trading system itself).
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
"Nice people
Anonymous
October 2023
