7IMagine 4+

Seven Investment Management

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설명

7IMagine is our award-winning interactive app, designed specifically for financial advisers and their clients.

Wherever you are – on holiday, on the way to work, out shopping – you can keep tabs on your investments on your mobile or tablet and get up-to-date details on how they are performing.

My Future is our tool that provides an interactive way of determining whether your clients wealth can provide for their future needs. If you are a client, your adviser can share the plan with you to review.

My Money - keep up to date with how your clients investments are performing and where around the world their assets are invested. If you are a client you can login via the app and view your investments.

새로운 기능

버전 3.1.0

Good news for clients! You no longer need to calculate the Investment gain %, as we are now calculating and displaying it for you! In MyMoney, we now display the Investment Gain % at linked client, client and account levels. We also display the Investment Gain £ and % if you are invested in a model portfolio. As well as this we have fixed a couple of bugs to keep 7IMagine running smoothly.

앱이 수집하는 개인정보

Seven Investment Management 개발자가 아래 설명된 데이터 처리 방식이 앱의 개인정보 처리방침에 포함되어 있을 수 있다고 표시했습니다. 자세한 내용은 개발자의 개인정보 처리방침을 참조하십시오.

사용자에게 연결되지 않은 데이터

다음 데이터가 수집될 수 있지만 신원에는 연결되지 않습니다.

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개인정보 처리방침은 사용하는 기능이나 사용자의 나이 등에 따라 달라질 수 있습니다. 더 알아보기

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