7IM announces next phase of partnership with Tikker
31 July 2025 UK
Image: Korey/stock.adobe.com
7IM has announced the next phase of its partnership with fintech Tikker as part of its investment into its proprietary platform and supporting technology.
7IM started work with Tikker last year as one of its founding design partners which, according to the firm, was to improve efficiencies and automate the Managed Portfolio Service market to help support advice firms.
Tikker provides a portfolio automation tool that streamlines the rebalancing process, reducing it from what can take days to just a few minutes.
Through the software, 7IM’s model portfolio managers and delivery teams can now use a single upload to rebalance 7IM’s portfolios across its platform and multiple platforms if needed.
This includes asset allocation changes, reweighting, digitally enhanced checks and audit trail creation.
Darren Fancourt, head of operations at 7IM says: “It’s been incredibly exciting working with Tikker on a genuinely innovative solution that will make life much easier for MPS providers.
“It saves them time and removes the risk of human error but crucially, it means rebalancing processes can be carried out in a single trading window which delivers fair and better outcomes for clients too.”
Tom Whittle, founder of Tikker, adds: “It’s great to be working with a highly respected wealth manager with the same shared values and an appreciation of the potential for technology to challenge inadequate and outdated systems.
“Tikker is removing the all-too-British queue from portfolio rebalancing, so every investor enjoys fair and equal outcomes.”
7IM started work with Tikker last year as one of its founding design partners which, according to the firm, was to improve efficiencies and automate the Managed Portfolio Service market to help support advice firms.
Tikker provides a portfolio automation tool that streamlines the rebalancing process, reducing it from what can take days to just a few minutes.
Through the software, 7IM’s model portfolio managers and delivery teams can now use a single upload to rebalance 7IM’s portfolios across its platform and multiple platforms if needed.
This includes asset allocation changes, reweighting, digitally enhanced checks and audit trail creation.
Darren Fancourt, head of operations at 7IM says: “It’s been incredibly exciting working with Tikker on a genuinely innovative solution that will make life much easier for MPS providers.
“It saves them time and removes the risk of human error but crucially, it means rebalancing processes can be carried out in a single trading window which delivers fair and better outcomes for clients too.”
Tom Whittle, founder of Tikker, adds: “It’s great to be working with a highly respected wealth manager with the same shared values and an appreciation of the potential for technology to challenge inadequate and outdated systems.
“Tikker is removing the all-too-British queue from portfolio rebalancing, so every investor enjoys fair and equal outcomes.”
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