A 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

99.98%

Uptime

Expectations, exceeded

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.

The power of proprietary 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 wish 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.

Here for you

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.