Platform innovation: Terry Huddart on 7IM's Online Reporting

'It's a fundamental upgrade to the client area of the platform'

clock • 6 min read

Terry Huddart continues his platform-based series for PA, this time with a look at 7IM’s Online Reporting facility...

If you've been following these pieces, you'll know we've been talking to different techie folk at platforms and asking them to demo their latest wares to us. The most recent was 7IM, which is in the middle of some significant transformation following Ontario Teachers' Pensions Plan buying the business back in 2023. Consequently, it's driving a multi-year, multi-million-pound investment programme, and being smack bang in the middle of it, this look at some of the new stuff is timely. Last month, 7IM announced the automation of pension transfers, which follows its move to a cloud-...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Advised platform AUM tops £711bn in Q3 with new business hitting 'all-time highs'

Advised platform AUM tops £711bn in Q3 with new business hitting 'all-time highs'

Headed towards a ‘record-breaking year’

Jenna Brown
clock 06 November 2025 • 2 min read
Embark 'working to resolve delays' after advisers flag transfer backlogs

Embark 'working to resolve delays' after advisers flag transfer backlogs

One client was unable to complete £400,000 pension transfer for over two months

Sahar Nazir
clock 03 November 2025 • 3 min read
Platform innovation: Terry Huddart on 7IM's Online Reporting

Platform innovation: Terry Huddart on 7IM's Online Reporting

'It's a fundamental upgrade to the client area of the platform'

Terry Huddart
clock 24 October 2025 • 6 min read