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.
At Parmenion, we understand the importance of streamlining your financial advisory processes. As an integrated investment management platform for advisers, we've designed our technology to seamlessly integrate with a range of back-office suppliers, CRMs, and essential risk and compliance tools. Whether you rely on Intelliflo, Dynamic Planner, Ningi, or other industry-leading software, we make it easy for you to manage your clients' wealth efficiently and effectively.
Our integration partners
We partner with adviser CRM systems, financial planning tools with integrated cashflow modelling, and suitability and compliance software.
| System | Valuations | Transactions | Remuneration | Account Opening |
|---|---|---|---|---|
| Adviser Cloud | ✓ | ⠀ | ⠀ | ⠀ |
| Assyst | ✓ | ⠀ | ⠀ | ⠀ |
| Benchmark Enable | ✓ | ⠀ | ✓ | ⠀ |
| Confidante | ✓ | ✓ | ⠀ | ⠀ |
| Contengo | ✓ | ✓ | ✓ | |
| Finplan / Twenty7Tec | ✓ | | ✓ | |
| Focus Solutions | ✓ | | ✓ | |
| Intelliflo | ✓ | | | ✓ |
| Iress Xplan / AdviserOffice / Avelo / 1st | ✓ | | | |
| JCS | ✓ | | ✓ | |
| MoneyHub | ✓ | | | ⠀ |
| Morningstar Adviser Workstation | ✓ | | | |
| Ningi | ✓ | ✓ | ✓ | |
| Plannr | ✓ | ✓ | | |
| Sprint Enterprise Fastrack | ✓ | ✓ | ✓ | |
| Time4Advice Curo | ✓ | ⠀ | ⠀ | ⠀ |
| True Potential | ✓ | | | |
| Wealthcraft / Plum | ✓ | | ✓ | |
| System | Valuations | Transactions | Remuneration | Account Opening |
|---|---|---|---|---|
| Dynamic Planner / Distribution Technologies | ✓ | | | |
| Prestwood Truth | ✓ | | | |
| Synaptic | ✓ | ⠀ | ⠀ | ⠀ |
| System | Valuations | Transactions | Remuneration | Account Opening |
|---|---|---|---|---|
| AdviceFront Onboard | ✓ | | ✓ | |
Build your own scheduled data reports
Our Data Reports feature gives you access to standardised CSV data feeds that can be integrated into back-office systems. Choose from an ever-expanding range of data feeds, preview sample data before you begin, and either download reports as one-off files or schedule secure delivery to an SFTP. Reports can be edited or disabled at any time, giving you flexibility as your reporting needs change.
Need a custom data feed?
We offer tailored data feeds for financial advisers with proprietary back-office, CRM, or risk management systems. Collaborate with us to set up seamless data integration, so your workflows remain efficient. Parmenion is your partner for flexible, customized data solutions.
Find out more about our award-winning Investment Platform
Our award-winning investment platform is continuously improved based on feedback from our customers. That’s how we know our comprehensive suite of tools and features gives you the support you need to manage your clients’ financial planning needs.
