An investment platform that, put simply, works

Whatever the shape and size of your investment proposition, our in-house, exclusive technology has got you covered…

For financial professionals only

2 weekly

Release cycles

Releases a year

99.96%

Uptime

Expectations, exceeded with our investment software

There are some things all good investment platforms must do (and do brilliantly), from tools and wrappers to safe custody. But great platforms also think ahead.

Welcome to Parmenion.

Effective tools

Sometimes a simple illustration will do. Access all the tools and reporting you need to meet the evolving needs of your clients

Wrappers and more

Hold portfolios in our range of cost-effective tax wrappers, such as our feature rich Self Invested Personal Pension.

Integrations to make your life easier

No matter which back-office suppliers, CRMs, or risk and compliance tools you prefer, we’ll integrate seamlessly with them to help you run your business as efficiently as possible.

Your CIP, supported

Our in-house DFM

Your clients can benefit from our award-winning in-house discretionary managed portfolios.

Capital at risk

Third-party DFMs

We recognise that advisers want choice, and our technology supports that choice. Access a range of portfolios and solutions from our partner DFMs.

Your models

You’re not alone if you want to build and manage your own portfolios on our platform. Whether it’s through Affinity, or Advisory Models PRO – we make it straightforward.

Why choose Parmenion’s platform

Our easy to navigate, feature rich investment platform for advisers has all the tools and reporting you need to meet the evolving needs of your clients. Building investment solutions and our own technology means we deliver the service and outcomes that meet, and often exceed, your and your clients’ expectations. Parmenion is your online investment platform for growth.

Market-leading investment platform technology

What do we mean by proprietary technology? We mean it’s ours, built from scratch by us to support your investment proposition.

When we need to change something or want to add something – and we often do – a task isn’t added to the foot of a third party’s schedule or roadmap, we just get on and do it. Lower risk, higher responsiveness. This will be one of the differences you’ll notice working with Parmenion.

Find out more about our tools and features

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Award-winning customer service

We’re happy to be judged on delivering the best customer service in the adviser platform world – a position that is affirmed by our consistent ranking of 1st or 2nd in the Investment Trends UK Adviser Technology & Business Report for four years running and our average adviser feedback ratings of 4.7/5.

Competitive and transparent costs

We believe that professionally managed investing should be as cost effective and transparent as possible. Our charges reflect the careful management provided by our in-house investment team, and the cliff edge custody charge means your clients will pay the charge for all assets that fall into a given band. Have a look at our investment platform fees.