Welcome to Vantage

Our new reporting dashboard provides a powerful vantage point for improving efficiency, supporting good governance and identifying risks and opportunities in your business.

For financial advisers only

 
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Find opportunities for better efficiency

If you’re used to wading through multiple reports to get a clear view of the data and management information you need for sound business decision-making, Vantage is a game changer. It makes all your key business information more accessible than ever.

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Demonstrate good client outcomes

Vantage gives you easily accessible data on the number and age of active clients in any given solution, wrapper and risk grade, making it refreshingly straightforward to answer your PROD obligations and see the size and shape of your assets with Parmenion.

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Identify risks and potential for growth

Vantage provides an annual view of AUM growth and where it comes from - by client, wrapper and new business. A monthly flows chart gives a net trend line for inflows and outflows, and you can explore the contribution made by individual advisers in your firm.

It’s great Parmenion are prioritising giving firms accurate and meaningful data in a visual and easy to interact with way. Data is crucial for any great financial planning business looking to serve its clients forever and build for the future.

David Burridge
Paradigm Norton Financial Planning Ltd

Request a demo or contact us to add Vantage to your current Business overview.