This month, we’re rolling out some brilliant new features designed to save you time and make managing your client business even smoother.
Here's what's new:
✅ Upload scanned application forms - you can now upload a scanned copy of your client’s application form directly to the platform. Just head to the Applications in Progress section and look for the new Upload form button. Simple.
✅Ad hoc adviser fee tool - need to request a one-off fee? Our new Ad hoc adviser charges tool makes it quick and easy to arrange a charge directly from your client’s portfolio. We’ll take care of the payment and send confirmation to your client.
✅ Annual Due Diligence made easy - we’re required to keep accurate and up-to-date information about all the firms we work with. So, we’ve made it easy for you to keep things current with a new online form.
Anyone at a directly authorised firm, registered on the platform, can access and complete the Annual Due Diligence form. Just look for the tab near the top of your dashboard. We'll be in touch when it's time to complete or update the form, so you don't need to worry about missing it.
Coming soon...
Here's a quick look at what's on the horizon:
✅ Withdrawals progress tracking - we’re building a new screen to give you visibility of in-progress and recently paid ad hoc withdrawals, including where each one is in the process. We'll also show these on the client dashboard and app.
✅ Faster payments for withdrawals - we’re moving to next-day Faster Payments as the default for ad hoc withdrawals. That means money will reach your client’s bank account quicker than ever.
✅ Capital gain tax (CGT) report improvements – thanks to your feedback, soon you’ll be able to download realised and unrealised CGT reports as CSV files - making it easier to analyse and share this data however you need.
Need a hand?
For frequently asked questions you can visit our knowledgebase. Or, if you need anything else, our Client Services team is always happy to help.
Continuously updated investment platform technology
Please do let us know what you think of our latest developments, and if you’d like to talk about our development plans for 2025, get in touch with your RSM.
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.
