The Parmenion app gives your clients access to their account easily and securely, wherever and whenever. And it keeps getting better!
We've already added a load of improvements and new features this year, with more to come. All to help you and your clients work better and faster together.
Here's a look at what your Parmenion app offers now, and what's to come.
Use it now for:
- Portfolio updates:
- See your portfolio valuations and take a closer look at your wrappers, portfolios and funds
- Get the latest on asset allocations, transaction progress and any other portfolio details
- Give your consent to changes that affect the portfolios your adviser has built for you
- Getting hold of information
- Review your terms and conditions, check our privacy policy, get answers to FAQs and more
- Access all your accounts and investments documents
- Quick access to your adviser
- You can contact your adviser directly through the app
- Stronger account security
- Multi Factor Authentication (MFA) adds an extra layer of security to your Parmenion online access
- It authenticates website logins and can generate one-time login codes
- Link it to multiple accounts for total MFA coverage
And here's what's NEW
- New portfolio reporting
- See your portfolio performance on the go with our new reports
- Track your gains, losses and flows, with the ability to track charges coming soon
- See detailed graphs with adjustable time ranges for your wrappers and individual portfolios
- New SIPP Expression of Wish
- You can now add or update your SIPP expression of wish in the app, as well as adding, removing and updating your beneficiaries
Better still, there's more to come.
Next up:
Exciting new features coming your way in the next few months include:
- Digital confirmation: you'll be able to view and give digital consent for Direct Debits, transfer requests and more. It'll save so much time and replace the need for a wet signature.
- Updating more of your details: you'll be able to let us know you've changed your address, your bank details and more. It'll be so easy!
It's all part of our commitment to getting better all the time, and being the best possible partner for you, your adviser and your financial planning journey.
