In a world where client needs are becoming ever more complex, our new dashboards are designed to make your advice process simpler and easier to deliver.
They help you see what you need to see, where you need to see it, so you can spend less time navigating systems, and more time focusing on your clients.
What's new?
We’ve fundamentally improved the way you understand and manage your clients' portfolios with:
- Wrapper-led views – instantly see how assets are structured across tax wrappers
- Visual asset splits – clear, intuitive views of where client wealth sits
- Enhanced pension visibility – understand crystallised and uncrystallised positions at a glance
- Richer portfolio detail – including beneficiary tags, ISA allowances, wrapper references and more
See our new dashboard in action
This short demo video shows how everything you need is right at your fingertips, from the new wrapper-led navigation, and updated visual layout to how you can move between overview, wrapper, and portfolio views.
The new dashboards are expected to be available to use from next week.
And this is just the start
This release lays the foundations for more advice-enhancing improvements, including:
- Smarter cash management
- Faster, simpler onboarding journeys
- Better support for multi-pot strategies
- Easier movement of assets across wrappers and portfolios
That’s the beauty of being in control of our own tech roadmap. As advice evolves and regulation, legislation and tax rules continue to shift, you can be confident we’ll keep up - and ease the burden on you.
If you’d like to know more about what we’re working on now and next, get in touch.
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.
