7IM has launched the first phase of its next-generation reporting suite, aimed at giving advice firms faster and smarter access to client data.
Built with adviser feedback and intuitive functionality at its core, the upgrade forms part of the firm’s multi-year, multi-million-pound investment in its proprietary platform.
The new Online Reporting feature consolidates valuations and investment gains at client, account and portfolio levels into a single, easy-to-use interface.
The aim is to simplify reporting and reduce the number of systems advisers need to use.
Further enhancements are scheduled for late 2025 and early 2026, including family group reporting, time-weighted performance and asset allocation tools.
Longer term, 7IM plans to replace its client portal and 7IMagine app with a single, unified experience for advisers and clients.
Kieran Cardozo-Smith, head of product design at 7IM, said: “Our goal was to craft an experience that feels effortless — clean, intuitive and centred around the needs of advisers and their clients.
“We’ve tackled key user challenges with a focus on making reporting more accessible, engaging and visually compelling.”
Russell Lancaster, managing director of platform and intermediary partnerships at 7IM, added: “Advisers told us they needed fast, reliable access to client data – all in one place. This launch delivers exactly that.
“It’s a major step forward in helping firms save time, strengthen client conversations and stay ahead in a fast-moving market.”
The rollout follows 7IM’s revamp of its transfer process and move to a cloud-based system, designed to boost scalability, resilience and data-driven decision-making.
