All your investment platform needs

Parmenion offers digital signatures, form pre-population, efficient cash management, and extensive white-labelling as standard - a comprehensive digital-first investment platform.

For financial professionals only

2 weekly

Release cycles

26

Releases a year

99.8%

Uptime

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Digital signatures

Swift, secure, simple. Our digital signatures process allows you and your clients to sign and return forms anytime, anywhere, in just a few clicks on our safe investment platform. No more delays while documents are in the post, and no more unnecessary print and postage costs.

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Multi-factor authentication

Multi-factor authentication (MFA) helps to keep your and your clients’ data safe. We make sure digital users of Parmenion are who they say they are by asking them to provide at least two pieces of evidence to verify their identity.

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Investment platform with white labelling options

We understand how important your firm’s brand identity is – to you and your clients. Our white label option lets you personalise the entire online experience as well as client-facing documents, system-generated communications, notifications, alerts, and more.

All the functionality you need

Take care of business smoothly and efficiently with our client-friendly time-saving functions. Keep scrolling to see more...

Cogs

Our investment platform integrates with your favourite tools

Our integrations with your preferred CRMs, back-office systems, cashflow modelling providers and other tools help you focus on what matters most.

Timer

First-rate cash management

We do all the cash management, with automatic liquidity generation to cover small withdrawals and fees.

Pie 2

Automated Bed & ISA

Automatically utilise your clients’ ISA allowance by selling existing investments in their GIA to top up their ISA.

GIA ISA

Pre-population

Say goodbye to time consuming re-keying and streamline your new business processes with pre-populated investment management reports and application packs.

Checklist

Online portals

Fully white-labelled adviser and client portals give quick and easy access to all the information you and your clients need with our investment platform technology.

Devices
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Great tools in focus

As well as top-notch functionality, we know our adviser partners expect access to outstanding tools to help them deliver great financial planning…

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Portfolio Builder

Our unique Portfolio Builder simplifies the process of recommending investments, managing wrappers, and helping you evidence suitability. Click to get in touch and book a demo.
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Vantage

Unique MI and insights for decision makers, helping you make informed decisions, boost efficiency, and spot opportunities for, and risks to, growth.