Welcome to Parmenion, the UK's Best Investment Platform
Winner of Moneyfacts' Best Wrap/Platform Award 2023, Parmenion is built from the ground up to be the home for your investment proposition.
Assets under management
Adviser firm partnerships
AKG Financial Strength (December 2023)
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- the value of an investment and the income from it can go down as well as up, and your clients could get back less than originally invested.
An investment platform that just works
Our platform technology is built from the ground up to be the home for your investment proposition, supporting everything from our own award winning in-house DFM to your own models and even 3rd Party DFMs. And, because it’s built in-house, there’s no dependencies on other providers and no replatforming headaches.Investment Platform
Investment management choice
Our award-winning investment team offers one of the largest selections of multi-asset portfolios in the UK, covering active, passive, tactical and ESG investing. And for those who want more choice or control, we can collaborate on model portfolios that we manage for you with our Affinity partnership. Or you can run your own model portfolios with Advisory Models PRO.Investment Management
Service that makes a difference
We pride ourselves on delivering the best customer service in the adviser platform market – a position that is affirmed by our consistent ranking of 1st or 2nd in the Investment Trends UK Adviser Technology & Business Report for four years running and our average adviser feedback ratings of 4.7/5.Working with us
Helping you stay ahead of the game
Building investment solutions and our own technology means we deliver a service that meets and often exceeds, your and your clients’ expectations. And by doing the heavy lifting, we free you to focus on what's really important.
Data at your fingertips
Vantage, our reporting dashboard, provides a powerful viewpoint for improving efficiency, supporting good governance, and identifying risks and opportunities in your business.
ESG investing that makes a difference
Since 2012, our 5 Diamond Rated, award-winning Ethical solution with its range of four Ethical Profiles, has helped financial advisers cater to their clients’ different ethical views and values.
Supporting your retirement proposition
From our Defaqto 5 Star rated SIPP to our dedicated drawdown solution, we’ve got the toolkit to support your retirement investing needs.
Tools and features
Our easy to navigate, feature rich platform gives you as advisers and paraplanners all the tools and reporting you need to meet the evolving needs of your clients.
Top rated and award winning
See our latest insights and updates
Our partnership with Parmenion has provided the investment proposition we wantedGemma Siddle
Eldon Financial Planning
Speak to us and find out how we can help your business thrive.