Parmenion is rebuilding and expanding access to our scheduled data reports, providing standardised CSV data feeds that can be integrated into to your back-office systems.
The new Data Reports feature will be available to all platform users from next week.
What's changing?
- A new Data Home page – available from the Business Overview page, or through the new
button on the top navigation. - Choose from 13 standardised CSV data feeds – perfect for loading into your back-office tools. These can either be scheduled and saved to an SFTP server (we’ll generate the credentials for a secure online folder to download the files) or generated as “one offs” and downloaded there and then.
- Preview sample data before creating your feeds – so you know exactly what to expect before you start.
- Edit and disable reports on the fly – report not quite right, or you don’t need it anymore. Easily edit or stop reports after you’ve created them.
See it in action
When?
The new Data Home will be available to advisers and paraplanners on 9th June 2026.
Customer impact
Quick and easy access to data feeds, ready to integrate with your back-office systems. Available to the following users:
- Adviser
- Paraplanner
- Network
- Partner
Please note: Network and Partner users will access the Data Home from their dashboard through a new button:
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.
