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The 7IM platform is at the core of 7IM’s business offering financial intermediaries a broad choice of investment propositions to their clients. The origins of the platform lie in portfolio management and client servicing and not in aggregating assets.
7IM chief operating officer joins Embark platform. ... Transact is most popular platform with advisers. ... Financial Adviser is the premier weekly newspaper for …
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With regard to the role of your Financial Adviser in the 7IM Platform Service: 2.3.1 the 7IM Platform Service is available only to those clients who have appointed a Financial Adviser; 2.3.2 you confirm and undertake to us that your Financial Adviser has your authority to give instructions to us on your behalf regarding the 7IM
NextWealth view. 7IM is a platform plus DIM 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. 7IM offer top notch service and are focussed on making life easier for everyone in the financial planning firm.
The Ascentric platform is intended for investors who have a Financial Adviser. If you are not a Financial Adviser or a financial services professional, please select the private investor option.
Old Mutual Wealth's platform. The platform enables you to view all your clients invested in our ISA, Collective Investment Account, Collective Retirement Account, Collective Investment Bond and Offshore Collective Investment Bond. See our Using Old Mutual Wealth’s platform section for info on the features available.