7IM enhances its platform to ease portfolio management burdens

by | Apr 28, 2022

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7IM is announcing several upgrades to its platform, which will streamline the experience processes for advisers when managing a client’s DFM model portfolios.

Functionalities updated include:

DFM models screen – A new dedicated screen for managing model portfolios, allowing advisers to view which of their clients are invested in which models, how much is currently invested and when they started investing. An extension of this upgrade is the ability to link and unlink client portfolios to specific models.

Reports – Introduction of audit reports, detailing which clients have invested in a model portfolio. This feature significantly improves the speed of accessing historical client data, particularly for those bigger firms that look after a large number of clients.

Enhanced end-to-end digital journey – Data integration with the back office has been enhanced, allowing for a more detailed analysis of a client’s model use.

These enhancements follow on from several other recent upgrades to the platform, which include upgraded client information for the 7IM SIPP and new features to the MIFID toolkit to help advisers with their 10% drop reporting and costs and charges requirements. They form part of our ongoing commitment to develop and improve the platform, based on adviser feedback.

Verona Kenny, Managing Director, Intermediary at 7IM said: “We are always looking for ways to not just ease the administration burden on advisers but also enhance the overall experience of using the 7IM platform. These updates to our platform will make it easier for advisers to manage their client’s portfolios.

“These, and other updates we have made, come from listening to what advisers need. This continual feedback is what drives any enhancements we make. Overseeing our own technology makes us incredibly nimble at being able to prioritise and make changes quickly that can make our service to advisers as helpful and straightforward as possible.”

7IM will continue to make additional functionality improvements throughout the year.


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