7IMagine 4+

Name: 7IMagine
Author: Seven Investment Management

Seven Investment Management

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Açıklama

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.

17 Haz 2024

Sürüm 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.

Seven Investment Management adlı geliştirici, uygulamanın gizlilik politikasına göre verilerin aşağıda açıklandığı gibi işlenebileceğini bildirdi. Daha fazla bilgi için geliştiricinin gizlilik politikası bölümüne bakın.