Institute of Financial Planning sponsor firm Seven Investment Management (7IM) has integrated access to its platform with technology specialist Voyant.

The integration will mean users of 7IM will be able to create and update financial plans in Voyant Adviser without needing to re-enter client information.

It will also provide real-time portfolio management with users of Voyant Snapshot being able to review and track the progress of their 7IM clients’ portfolios with real-time valuations of all the assets on the platform.

The real-time balance sheet can also include clients’ assets not kept on the platform.

Bob Freeman, vice president of Voyant, described the link as the “ultimate in post-RDR servicing.”

He said: “Giving both advisers and clients access to on-demand portfolio valuations is vital to stimulating increased client-centric added value and significantly enhances the opportunity for ongoing fee-based relationships.”

Tom Sheridan, chief executive of 7IM, said: “We were delighted to be able to work with Voyant and had heard lots of great feedback about the strength of their Financial Planning propositions. Voyant users now have simple fast access to all data held on the 7IM platform on a client-specific basis.”

7IM was set up in 2002 and currently has over £3.5bn in assets under management and administration.