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SevenIM - A wrap Platform worth using?

LiamConnorLiamConnor Member
in Products & providers

Hi all,

I am currently reviewing the wrap platforms we use, and due to lots of frustrations with Aegon ARC, I am contemplating using SevenIM.

I've had an initial demonstration, which looked very good, and they seem cost competitive. However I am keen to know what they are like to use, their functionality surrounding day to day use, model portfolios, fund switching, carrying out client requests etc.

Any input will help.

Thanks in advance

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Comments

  • richardgoughrichardgough Member

    They told us they would not 'take us on as a client' unless we gave them effectively a business plan as to how we were going to place a significant (many millions) amount on their platform over the next 12 to 24 months.

    We said goodbye.

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  • Andy_SchleiderAndy_Schleider Member

    We use Parmenion - easy to use, cost effective and great customer service

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