7IM has revealed several updates in the functionality of its platform to make it easier for advisers to manage clients’ discretionary fund management (DFM) model portfolios.
Three updates were set out on Thursday (28 April) including dedicated DFM model screens, the introduction of audit reports, and enhanced data integration with the back office which allows for a more detailed analysis of a client's model use. The dedicated screens for managing model portfolios allow advisers to view which of their clients are invested in which models, how much is currently invested and when they started investing. This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said. The new audit reports detail...
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