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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.”

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