12 reasons to choose Parmenion
Every advice firm has a due diligence process. Whether you're reviewing the growing range of financial adviser platforms for the first time or reassessing an existing platform partner, the questions are usually the same:
- Will it save me time?
- Will it work for my clients?
- When something goes wrong, will someone pick up the phone and fix it?
- How long will it take them to push through a new feature that would make my life that much easier?
The latest Investment Trends UK Adviser Technology & Business Report 2026 offers an interesting perspective, with answers to those questions from the people who use platforms every day: financial advisers, paraplanners and administrators.
In 2026, advisers ranked Parmenion number one across 12 different measures, covering everything from usability and reporting to support and service and the big one – overall platform user satisfaction. Together, their rankings demonstrate our strong performance across the areas that make the biggest difference to day-to-day advice businesses.
1. Platform user satisfaction
In a competitive platform market, it’s important to look beyond bold claims and focus on the evidence over time. For over a decade, Parmenion has consistently scored higher on average in the independent Platforum reports*. That consistency isn’t a fluke. It’s the result of a clear approach grounded in two key principles: a strong culture and complete autonomy. Trust the data - and your peers.
2. Ease of use
Parmenion holds bi-annual sessions with financial advisers, so we can hear directly from them what they need and what would make their day-to-day lives easier. We listen to the feedback, understand the challenges and then take action to make things simpler.
3. Client portal experience
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. See the new dashboard in action.
4. Value for money
In today’s world of comparison websites, flash offers, and the constant chase for a ‘good deal,’ it’s easy to be tempted by the cheapest option when selecting an investment platform. After all, why pay more when it looks like you can get the same service for less? But as with most things in life, you get what you pay for.
5. Quality of reporting
We’ve recently refreshed our Investment Management Reports (IMRs) – the updates were based on feedback from advisers and are part of our ongoing focus on creating clearer, more engaging experiences across the platform.
6. Adviser support services
Since day one, we’ve recognised the importance of exceptional client service and how it works to improve advice businesses in more ways than one. Our results consistently highlight what advisers value most: quick answers, accurate support and a team that’s ready to help.
A few of our highlights:
- 88% of queries answers in 20 seconds or less
- 92% of queries solved in just one call
- 4.8/5 live chat rating from advisers
7. Speed and accuracy of solving problems
Because we build and own our technology, we can respond quickly to adviser feedback, introduce improvements faster and continue evolving the platform around the needs of advice firms.
We also ranked first for:
8. BDM support
9. Administrative accuracy
10. Contact centre service
11. Adviser business reporting
12. Turnaround times on applications and redemptions
Any platform can talk about innovation, technology or service. What's harder to demonstrate is delivering across every stage of the advice journey - from logging in each morning to supporting clients, years into a relationship. That's what makes these results significant.
If you're reviewing recommended financial adviser platforms, our team would be happy to show you how Parmenion can support your business.
Rated by primary and secondary platform users. Investment Trends UK Adviser Technology & Business Report 2026.
*Excluding recent newcomers and restricted firms, Platforum - UK Adviser Platforms – Market Overview, March 2025.
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.
