Everything you want from your investment platform
With digital signatures and form pre-population as standard, plus efficient cash management, and extensive white-labelling, Parmenion does everything a digital-first investment platform should do...
Releases a year
Swift, secure, simple. Our digital signatures process allows you and your clients to sign and return forms anytime, anywhere, in just a few clicks. No more delays while documents are in the post, and no more unnecessary print and postage costs.
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.
Full white labelling
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...
Integrations 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.
First-rate cash management
We do all the cash management, with automatic liquidity generation to cover small withdrawals and fees.
Automated Bed & ISA
Automatically utilise your clients’ ISA allowance by selling existing investments in their GIA to top up their ISA.
Say goodbye to time consuming re-keying and streamline your new business processes with pre-populated investment management reports and application packs.
Fully white-labelled adviser and client portals give quick and easy access to all the information you and your clients need.
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…
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.
Income Manager Tool
Helping you secure better client outcomes by bolstering your (and their) understanding of the risks and uncertainties of retirement planning.