7IM has launched the first phase of its next-generation reporting suite, designed to give advisers faster and more intuitive access to client data, in what its head of product design and product manager Kieran Cardozo-Smith described as a long overdue shift towards “one source of truth” for advice firms.
7IM has committed to a 12–18-month rollout, during which advisers will trial the new reporting features before they are extended to clients. Key enhancements include: • Family group reporting: aggregating values at a household level • Doc Hub: a new communications and notifications centre • ISA allowance tracking: displayed directly against accounts The firm is also planning to replace its client portal and 7IMagine app with a single experience, eliminating multiple logins. Speaking exclusively to Professional Adviser, Cardozo-Smith said the upgrade reflected feedback from ad...
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