Investment manager 7IM has linked with Cofunds and Fidelity FundsNetwork to allow IFAs to cross-view client portfolios.
A by-product of the new system will be the availability of 7IM's high net worth discretionary asset management via Cofunds, FundsNetwork as well as the existing relationship with Zurich Sterling. The cross-platform system enables IFAs to examine their records and have a wide view of client holdings from platforms where they can also transact business. Advisers will be able to view client portfolios between 7IM and either of the other two platforms. The viewing capability will be available initially from 7IM in Q1 2008 and then the other platforms later in the year. Cross-platform client...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
