Our brand-new Parmenion Easy Apply app, is now available from the Intelliflo Store.
Easy Apply is a user-friendly tool designed to streamline data entry by seamlessly linking your Intelliflo data with Parmenion.
The new app keeps things simple by reducing the time-consuming task of dual-keying client data across multiple systems, bringing you and your clients even closer in their financial planning journey.
Put simply, Easy Apply gives you your time back.
Want to know more?
Get in touch with us at clientservices@parmenion.co.uk or by calling our Client Services team on 0117 204 7678.
More to come
This is just the beginning, in time we’re looking to broaden the functionality of the app to lessen the dual-keying burden further.
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.