Willingness to recommend
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.
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Majority owned by Ontario Teachers' Pension Plan
£15.1bn as at 30th September 2023
Integrates One Way
Integrates Both Ways
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No integrations available for Cash Management
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