New feature: introducing the ad-hoc withdrawals dashboard
From today, keeping track of ad-hoc withdrawals has never been easier.
The ad-hoc withdrawals dashboard gives you a clear, adviser-level view of all your withdrawal requests, so you can track and manage them with ease.
How do I manage the new dashboard?
Simply log in, and on the left-hand menu bar, you’ll see a new ad-hoc withdrawals option.
Click on that to see:
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Where each withdrawal is in the process
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How much is being taken out
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What kind of withdrawal it is – Ad-hoc, PCLS, UFPLS or Third Party
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How the payments are being made and to which bank account
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Completed withdrawals from the last seven working days
And if you’re on the Client Dashboard for a client with a pending ad-hoc withdrawal, you can quickly view the status of any outstanding or recently completed withdrawals for each product:
Try out the new withdrawals dashboard
This feature is available today, so why not log in and give it a try.
Log in to the Parmenion Platform to explore the new dashboard
What's next?
We’re working hard making this feature available in the Parmenion app very soon, watch this space. In the meantime, we’d love to hear your feedback once you’ve tried it out.
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