7IM has launched the first phase of a new reporting suite, which is designed to provide advice firms using its platform with faster access to client data.

The upgrade is part of the investment management firm’s multi-year investment in its proprietary platform.

As part of the launch, 7IM has introduced a new online reporting feature which consolidates key data into one interface. The firm added that the feature simplifies the reporting process and streamlines the number of systems required.

Looking ahead, the company has further enhancements planned, with family group reporting, time-weighted performance and asset allocation all on the roadmap by late 2025 and early 2026.

Furthermore, 7IM plans to replace its client portal and 7Imagine app with the same experience. This aims to eliminate multiple logins and deliver a single, unified view for advisers and clients.

The launch follows 7IM’s revamp of its transfer process and move to a cloud-based system.

Head of product design at 7IM, Kieran Cardozo-Smith, said: "Our goal was to craft an experience that feels effortless — clean, intuitive, and centred around the needs of advisers and their clients. Drawing inspiration from a wide range of sources, we’ve tackled key user challenges with a focus on making client reporting data more accessible, engaging, and visually compelling.

"We’re excited to see advisers embrace online reporting and look forward to evolving it further over the next 12 to 18 months, helping reduce the time and effort required to prepare for client reviews."

Managing director of platform and intermediary partnerships at 7IM, Russell Lancaster, added: "Advisers told us they needed fast, reliable access to client data – all in one place. This launch delivers exactly that. It’s a major step forward in helping firms save time, strengthen client conversations, and stay ahead in a fast-moving market."

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