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7IM builds new portfolio management tool

Seven Investment Management has built a new trading and portfolio management system for its wrap.

The IMiX system, built with developer Financial Software, will offer advisers flexible portfolio modelling, performance measurement based on Gips standards, order management and automated reports. 

For a seamless transition from order execution to clearance and custody, the system is integrated with Pershing Securities Limited..

7IM IT director Graham Stott says: “IMiX simultaneously provides 7IM with unique functionality and scalability. We were unable to find a product that combined the advisory and discretionary capabilities, could handle volume generated by our platform and link to the back office, so we built it.”



Cutting Cru

Some people will remember that we were the subject of extreme acrimony from Jon Maguire because we refused to sell Cru funds. People are asking me am I gloating because I was proved correct? I must say that the performance of the Cru funds had no ring to it to me. ow could unquoted investments […]

Apollo gives green light to Asian environmental fund

Apollo Multi-Asset Management is holding around 4 per cent in the Impax Asian environmental markets investment trust as it believes the environment theme in Asia is set to grow. The Impax trust invests in Asia-Pacific companies that help provide cleaner and more efficient services such as energy, water and waste management within the region and […]


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