Case Study: 7iM

Seven Investment Management (7iM) is one of the UK's most respected wealth managers - and a firm that takes operational infrastructure seriously.

Since 2024, 7iM has used Tikker's Portfolio Rebalance Manager to automate its multi-platform model portfolio operations, unlocking growth, reducing risk, and supporting regulatory compliance.

Seven Investment Management (7iM) is one of the UK's most respected wealth managers - and a firm that takes operational infrastructure seriously.

Since 2024, 7iM has used Tikker's Portfolio Rebalance Manager to automate its multi-platform model portfolio operations, unlocking growth, reducing risk, and supporting regulatory compliance.

Darren Fancourt, Head of Operations at 7iM, steered the team’s implementation of the Portfolio Rebalance Manager. He explained: "Tikker has created a fully automated, straight through process for our model updates. This has freed the team to focus our attention on the more human aspects of the business - including how to better understand and meet the goals of end investors."

The time saving is clear. Rebalances that used to require five people over five days now take two people over two days. And importantly, the resource freed up also includes the dealing team, which "was costly" when previously used for updating models - "and could have been better used actually carrying out their day-job." Returning that capacity to BAU has enabled a sharpened focus on alpha generation.

Growth has gone hand-in-hand. 7iM has been acquisitive, and its model count has risen sharply. "What Tikker has allowed us to do is remove the operational ceiling in terms of how many models we can manage," Darren explains. New acquisitions can be absorbed without hiring to manage them, so that the economic benefits of M&A can be maximised.

Darren Fancourt, Head of Operations at 7iM, steered the team’s implementation of the Portfolio Rebalance Manager. He explained: "Tikker has created a fully automated, straight through process for our model updates. This has freed the team to focus our attention on the more human aspects of the business - including how to better understand and meet the goals of end investors."

The time saving is clear. Rebalances that used to require five people over five days now take two people over two days. And importantly, the resource freed up also includes the dealing team, which "was costly" when previously used for updating models - "and could have been better used actually carrying out their day-job." Returning that capacity to BAU has enabled a sharpened focus on alpha generation.

Growth has gone hand-in-hand. 7iM has been acquisitive, and its model count has risen sharply. "What Tikker has allowed us to do is remove the operational ceiling in terms of how many models we can manage," Darren explains. New acquisitions can be absorbed without hiring to manage them, so that the economic benefits of M&A can be maximised.

For the investment team still involved in the rebalance process, the shift to centralised exception management has also been significant. Previously, problems surfaced one platform at a time, mid-process. Now, asset availability across every platform is known upfront. "We know all of the issues per platform, and we can manage that quickly and efficiently in one go." The result is faster turnaround and the same execution day for all clients in a given model, regardless of platform, helping to meet Consumer Duty's demand for consistent outcomes.

Audit trails are automatic and manual re-keying is gone. "The operational risk has been vastly lowered." In ICARA terms, the consequence is an 87% reduction in deferred capital held in reserve.

Then there is the question of speed when it matters most. Market events don't wait for a convenient moment: the gold and silver fluctuations of early 2026, the war with Iran, and geopolitical shocks of all kinds demand fast, clean execution. Darren is direct about the situation before Tikker: "It would have been a big call to drop BAU and go and update models." Now, the team can react quickly and clients benefit from knowing that their DFM can act on investment decisions at pace. The situation is summed up by Darren as follows: "Tikker has been transformational for our model portfolio operations."

Darren and his team believe that their time and attention should be reserved for the decisions that matter most - including delivering excellent value for clients and end investors. Tikker's role is to make space for exactly that value-added offering by removing the operational obstacle of thousands of lines of error-prone manual data entry - and replacing it with one easy-to-use workflow.

For the investment team still involved in the rebalance process, the shift to centralised exception management has also been significant. Previously, problems surfaced one platform at a time, mid-process. Now, asset availability across every platform is known upfront. "We know all of the issues per platform, and we can manage that quickly and efficiently in one go." The result is faster turnaround and the same execution day for all clients in a given model, regardless of platform, helping to meet Consumer Duty's demand for consistent outcomes.

Audit trails are automatic and manual re-keying is gone. "The operational risk has been vastly lowered." In ICARA terms, the consequence is an 87% reduction in deferred capital held in reserve.

Then there is the question of speed when it matters most. Market events don't wait for a convenient moment: the gold and silver fluctuations of early 2026, the war with Iran, and geopolitical shocks of all kinds demand fast, clean execution. Darren is direct about the situation before Tikker: "It would have been a big call to drop BAU and go and update models." Now, the team can react quickly and clients benefit from knowing that their DFM can act on investment decisions at pace. The situation is summed up by Darren as follows: "Tikker has been transformational for our model portfolio operations."

Darren and his team believe that their time and attention should be reserved for the decisions that matter most - including delivering excellent value for clients and end investors. Tikker's role is to make space for exactly that value-added offering by removing the operational obstacle of thousands of lines of error-prone manual data entry - and replacing it with one easy-to-use workflow.

Tikker's Portfolio Rebalance Manager automates multi-platform model portfolio operations for DFMs, reducing operational risk, strengthening regulatory alignment, and freeing investment teams to focus on performance and client outcomes.

"Tikker has been transformational"

"Tikker has been transformational"

"Tikker has been transformational"

Seven Investment Management (7iM) is one of the UK's most respected wealth managers - and a firm that takes operational infrastructure seriously.

Since 2024, 7iM has used Tikker's Portfolio Rebalance Manager to automate its multi-platform model portfolio operations, unlocking growth, reducing risk, and supporting regulatory compliance.

Seven Investment Management (7iM) is one of the UK's most respected wealth managers - and a firm that takes operational infrastructure seriously.

Since 2024, 7iM has used Tikker's Portfolio Rebalance Manager to automate its multi-platform model portfolio operations, unlocking growth, reducing risk, and supporting regulatory compliance.

Remove inefficiency from model portfolio operations

Remove inefficiency from model portfolio operations

Remove inefficiency from model portfolio operations