We're delighted to announce that our brand-new app is now available from the App Store and Google Play.
The new app gives your clients better access to their investments with Parmenion. It also acts as the foundation for exciting future developments that will bring you and your clients even closer in their financial planning journey.
View their portfolio valuations
See total and individual portfolio valuations all in one place.
Dive into the detail of each portfolio
View a portfolio’s underlying assets, allocations, regular transactions, and more.
Download reports, statements, and documents
From report packs and SIPP annual statement to letters and confirmations, they’re all available through the app.
Provide portfolio change consent with a few taps of the screen
For clients in Advisory Models PRO portfolios, version change consent is handled via the app. The client accepts and they’re moved to the latest version.
They can also see key disclosures like KIIDs, up-to-date Investment Management Reports and SIPP disclosures.
Multi-Factor Authentication: a more secure way to login
The new Parmenion app also doubles as an authenticator.
For advisers
Parmenion advisers can continue to use the app to make their login more secure through Multi-Factor Authentication (MFA).
For clients
When a client logs in to their Parmenion account on a browser, a notification is sent to their mobile device. They open the Parmenion app, tap “Yes” to confirm it’s them and they’re in.
Multi-Factor Authentication (MFA) is set up for the client’s Parmenion account when they first download the app. If they don’t want MFA, they can just continue using their browser login.
To read why MFA is really important for keeping your and your clients’ accounts more secure, click here.
More to come
This is just the beginning, in time we’re looking to improve reporting for clients and broaden the consent functionality used for Advisory Models PRO, to other process.
