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Parmenion
Willingness to recommend
4.44/5
About the provider
Welcome to Parmenion, UK Platform of the Year winner
Winner of Schroders UK Platform of the Year in 2019 and 2022, Parmenion is built from the ground up to be the home for your investment proposition.
We’ll do it for you
Use Parmenion Investment Management’s professionally managed Defaqto Diamond rated investment solutions. Our inhouse experts are amongst the best in the business. We’re Gold Service Rated by Defaqto, and have more 5 Diamond rated MPS solutions than any other DFM (source: Defaqto).
We’ll do it with you
Work with our investment team to build your own model portfolios, that we manage on your behalf via our Affinity partnership. Our exclusive Affinity partnership offers exceptional adviser firms the opportunity to work with Parmenion Investment Management (PIM) as our appointed Investment Adviser.
We’ll add it for you
Access a range of other DFM providers on our technology. We’ll add new options for you, on demand. We’re proud of our multi-award winning in-house DFM, but we recognise advisers want choice. That’s why we also provide access to a range of other DFM providers on our technology.
We’ll help you do it yourself
Build and run your own advisory model portfolios with Advisory ModelsPRO. Have your own DFM permissions? You can build and run them on a discretionary basis too. Running your own model portfolios has never been easier. We’ve reduced the admin burden, simplified data gathering and streamlined reporting, so you’ve got more time to focus on your clients.
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Ownership:
Management team, Preservation Capital and Asset Co.
AUM:
£10.6bn as at 30th September 2023
Partnerships:
Proprietary
NextWealth analysis
Parmenion saw their user reviews scores dip this year from a very high point, they still rank amongst the highest rated platforms by advisers. In particular, advisers value the support provided by Parmenion. Parmenion's strength lies in a clear value proposition and advisers that work with them give them high marks. That focus is paying dividends, the business returned to profit in 2021 and has remained in the black since.
In commenting on the platform, advisers praise the service and user-friendly technology:
“So far Parmenion has exceeded my expectations at every stage of client work.” “Their user experience is the best.”
“Services is phenomenal and they have a modern approach.”
Integrations
Based on 151 reviews
3.97/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
Assyst Software
Avelo
Bluecoat
Fastrak
JCS
O&M Life and Pensions Ltd
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
Best Practice / Creative Technology
DocuSign
IRESS Pulse
MoneyHub
O&M Profiler
True Potential
Adviser Asset
Defaqto
FE Analytics
O&M Systems
Selectapension
Synaptics
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
A very compelling platform proposition (although not without their own challenges)
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Visible and approachable
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
As before
Anonymous
October 2023
