About
This app allows financial advisors and their clients to monitor investment performance and plan for future financial needs. It provides interactive tools for wealth projection and real-time updates on asset allocation globally.
What's New in 7IMagine
3.1.0
June 17, 2024
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.
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FAQ
What is 7IMagine used for?
7IMagine is used by financial advisors and their clients to monitor investment performance and plan for future financial needs. It offers interactive tools for wealth projection and real-time updates on global asset allocation.
Is 7IMagine free to use?
Yes, 7IMagine is available for free. The app is listed as free on supported platforms.
What devices support 7IMagine?
7IMagine is supported on iPhone, iPad, and iPod devices, allowing users to access their financial information on the go.
How often is 7IMagine updated?
The latest version of 7IMagine is 3.1.0, and it was last updated on June 17, 2024, indicating regular maintenance and updates.
What is the age rating for 7IMagine?
7IMagine has an age rating of 4+, making it suitable for a wide range of users, including younger individuals under advisor supervision.
How secure is 7IMagine?
While specific security measures are not detailed, financial applications typically employ robust security protocols to protect user data. Users can log in via the app to view their investments.
Can I track my investments globally with 7IMagine?
Yes, 7IMagine allows users to keep up-to-date with how their clients' investments are performing and where around the world their assets are invested.
What is the 'My Future' tool in 7IMagine?
The 'My Future' tool within 7IMagine provides an interactive way for advisors to determine if a client's wealth can support their future needs. Clients can review the shared plan through the app.