Research has shown that many clients see fees and charges as one off costs. They don’t necessarily realise that costs compound negatively and make it harder for them to meet their financial goals and aspirations. 7IM was a pioneer in making passive investments available to everyone. Last year, 7IM worked with Distribution Technology to create a range of three portfolios mapped to a range of risk profiles so that more clients don’t miss out.
Choice of funds
Three funds conform to Dynamic Planner risk profiles 4-6, and provide a solution for investors with a broad range of risk tolerances.
Clients receive the combined expertise of Distribution Technology’s asset allocation and 7IM implementation, at a low cost and with rigorous risk management.
Each fund is monitored on a daily basis by 7IM’s independent risk team to ensure that the funds stay exactly in line with Distribution Technology’s asset allocation.
High quality reporting
Quarterly reports are available via Dynamic Planner and can be white labelled for individual firms, allowing you to tailor each report to your client’s needs.
The funds have very competitive OCFs of between 0.32% and 0.34%, which help advisers manage total costs for their clients, while having access to Dynamic Planner’s asset allocation.
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