Throughout Q1 2026, our focus has remained simple but ambitious: give advisers more control, simplify day-to-day processes, and continue making the platform clearer and more transparent for everyone.
Guided by your feedback, we’ve continued to enhance our products and service and deliver practical tools to support the way firms operate in practice.
This quarter has seen steady delivery across the platform, with ongoing updates released smoothly all with reduced friction and improved usability in mind.
New platform features and technology
Q1 has seen a range of meaningful enhancements delivered to the platform, including:
- Third-party SIPPs and SSASs included in client grouping for tiered adviser charging – this means third-party SIPP and SSAS holdings can be factored into the total client group AUM for clients in a tiered adviser charging arrangement. Third party bonds to follow shortly. More on that here: Expanding Tiered Adviser Charging | Parmenion
- CGT book cost tool – this makes it easy for advisers to update book costs for assets transferred in specie, making CGT planning more accurate and efficient. Find out more in our guide: Smarter Capital Gains Tax reporting starts here | Parmenion
- Mobile app updates – including improved FAQs and usability enhancements
- Additional enhancements including:
– ISA oversubscription warnings
– tax pack updates (including taxable withdrawal dates on reports and payslips)
– improving letters for greater clarity
– payments process enhancements
– expanded tooltips and guidance across key journeys
Coming soon
We’ve also made strong progress on several key developments that will land in the coming months. Some of these things might change, be pushed back or get reprioritised depending on how complex they are, feedback from advisers, or if we need to pivot to new laws or regulations:
- CGT “what-if” scenario modelling tool – allowing advisers to model withdrawals and other scenarios to understand potential CGT outcomes, we're aiming to launch this later this year
- DFM Hub – our new hub expected to launch in May, brings together a range of investment insights, reports and documents, in one place. Exclusively for our Outcomes Range of portfolios, it will include interactive returns and performance analysis, detailed portfolio structure and composition, market context and risk analysis, and a documents library for easy access
- Beneficiary drawdown portfolio creation in Portfolio Builder – we're making it easier to set-up accounts for beneficiaries, with the ability to open Beneficiary portfolios directly in Portfolio Builder. More on this here: Beneficiary portfolio setup | Parmenion
- Investment Management Report for new client applications – redesigned with improved layout and client-friendly presentation (scheduled for release in May)
- Self-serve reporting tool – a whole new reporting section giving advisers direct access to a wider suite of reports
- Cash & multi-pot – these improvements are all about making it easier for advisers to view, hold, and manage cash and multi-pot holdings for clients. This helps support clearer visibility and flexible cash management.
- New Portfolio Builder journey – redesigned to allow advisers to select wrappers first
- New client dashboard – significant progress in Q1, scheduled for Q2, designed to be easier to read and visually clearer, with the ability to view at wrapper level (e.g. ISA, SIPP, etc.)
Looking ahead into 2026
We’ll continue to share updates as we move through 2026 and deliver further enhancements across the platform, so follow us on Crowdcast and LinkedIn for updates.
And if you’d like to see our roadmap for 2026, please get in touch – we’d love to share what’s coming next.
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.
