Cofunds, FundsNetwork and 7IM have agreed to introduce sharing of client portfolios in what has been called an unprecedented move for the industry. Advisers will be able to view client portfolios ...

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 ...

A 7IM platform update will allow advisers to charge for advice costs by setting up regular contributions from clients. It is one of the upgrades the platform has made in response to feedback from ...