7IM this week launches its latest wave of tools and functionality enhancements to its platform following feedback from advisers and clients. They are part of a multimillion-pound and multi-year investment into its award-winning proprietary technology and a key pillar of its strategic growth plans and commitment to providing unrivalled service to advisers and clients.
They include the integration of software from ZeroKey, a web-app that enables advisers to transfer client data from their own tech stacks into 7IM’s illustrations and application tools. This eliminates the need for advisers to manually re-key data, saving them valuable time. The web extension also enables advisers to easily access their clients’ data, placing it at their fingertips to move it to wherever they need to.
Alongside new tools, 7IM has expanded its investment range, with the addition of the Standard Life International Bond to the list of bond providers available on its platform. This provides an open architecture wrapper giving advisers the freedom to manage their clients’ investments without being tied to a particular platform.
7IM has also introduced Brooks Macdonald as a new DFM partner through the Retirement Income Solution (RIS) available on the platform. Two new fund ranges[1] will provide advisers with more flexibility as part of their centralised retirement proposition as well as offering clients greater choice through their retirement plans.
Russell Lancaster, MD Platform and Intermediary Partnerships at 7IM said: “As part of our ongoing conversations with advisers, we are aware of their frustrations such as a lack of integration between technology and this being a major cause of inefficiency in their businesses. We continue to listen and are actively addressing these pinch points by investing in technology to make their lives easier. We know that we must constantly evolve what we offer in line with adviser and clients’ needs if we are to realise our ambitious growth plans.”
7IM’s nationwide roadshow programme is also currently underway until 24th October where it will be unveiling plans for its major platform investment. For more information on how to register click here.
