The service will now allow 7IM users to set up and alter financial plans through the Voyant Adviser service without the need to re-enter client information. Off-platform assets can also be ...

Users, especially “primary” platform users (those advisers who have the highest proportion of their client assets with 7IM) are generally happy, particularly with the service received from ...

Adviser platform 7IM has announced that its range of responsible choice and blended model portfolios are now available on Fidelity Adviser Solutions.