Every enhancement we make is designed with one goal in mind: helping advisers deliver great client outcomes more efficiently.
Over the past few months, we've continued to invest in the platform, delivering improvements that make everyday tasks simpler, give you greater flexibility in how you work, and unlock more of your data to support better decisions.
Here's a look at what we've delivered across our three key product goals.
1. Supporting scalability
Building value and making your day-to-day platform even better for you.
As your business grows, your platform should help you work more efficiently, not create more administration. That's why we've focused on making everyday journeys quicker, clearer and easier.
A fresh look for adviser and client dashboards
We've launched new adviser and client dashboards, giving you a cleaner, more intuitive experience and making it easier to access the information you need.
The redesigned dashboards improve navigation and create a stronger foundation for future enhancements, helping you find key information faster and spend more time with clients.
Refreshed investment management reports
Our enhanced Investment Management Reports (IMRs) for new investment applications provide a clearer view of investment decisions and recommendations.
The updated reports improve readability and consistency, helping support adviser conversations and creating a better experience for clients.
More on this here: Refreshed Investment Management Reports.
Improving the platform behind the scenes
Not every improvement is visible, but many make a real difference to how smoothly the platform works.
Recent enhancements include improvements to our payment processing, helping make transactions more efficient and resilient behind the scenes.
Alongside this, we've delivered a range of quality of life improvements across the platform, including:
- ISA oversubscription warnings to help identify potential issues earlier
- updates to tax packs, including taxable withdrawal dates on reports and payslips
- clearer client letters
- expanded tooltips and guidance across key journeys
- continued enhancements to payment processes
These are the kinds of improvements that remove friction from day-to-day administration, helping you spend less time managing processes and more time supporting clients.
2. Choice and control
Work how you want to work, with products and functionality that support your advice model. Every advice firm operates differently. We're continuing to build flexibility into the platform so you can tailor it to the way your business works.
Expanded tiered adviser charging
We've expanded tiered adviser charging so it can now include third-party products, including SIPPs and SSASs.
This gives you greater consistency across client charging, reducing manual work and making it easier to reflect your charging structure across more of your business.
Read the update here: Expanding Tiered Adviser Charging.
Easier beneficiary portfolio setup
Setting up beneficiary portfolios is now quicker and simpler.
The new process reduces administration at what can often be a sensitive time, helping advisers establish beneficiary portfolios more efficiently while maintaining a smooth client experience.
Find out more here: Beneficiary portfolio setup.
3. Data to drive decisions
Opening up more data, insights and reporting to help you make informed decisions.
Good advice relies on good information. That's why we're continuing to invest in giving you easier access to your data and richer investment insights.
Unlocking your back-office data
We've expanded the data available through our back-office integrations, giving you the choice of 13 preset data feeds.
This makes it easier to access the information that's most relevant to your business, helping reduce manual data handling and supporting more efficient workflows. Find out more.
Smarter capital gains tax reporting
Our new CGT Book Cost tool gives advisers greater visibility of book cost information, making capital gains tax planning simpler and more effective.
By bringing key information together in one place, the tool supports more informed planning conversations and helps advisers identify opportunities more efficiently.
More information on this here: Smarter Capital Gains Tax reporting starts here.
Introducing the DFM Hub beta
In May, we launched the beta version of our new DFM Hub.
Available exclusively for our Outcomes Range portfolios, the hub brings together investment insights, reports and documents into a single location. It includes interactive performance analysis, portfolio structure and composition, market commentary, risk analysis and a document library, making it easier to access the information you need when you need it.
We're currently gathering adviser feedback during the beta phase to help shape future enhancements before a wider rollout.
If you’re interested in checking out the beta, get in touch with your regional representative.
Looking ahead
These developments are all part of our continued investment in the platform. Some improvements make your day-to-day tasks quicker, others give you greater flexibility, and others provide richer insights to support better client outcomes.
Together, they're helping us build a platform that's simpler to use today and ready to support your business as it grows.
We'll continue sharing our progress as we deliver the next wave of enhancements. But in the meantime watch our demo video below to find out what you can expect next:
You can watch our full 2026 product showcase webinar here.
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.
