The New Business Process

Unlike a wrap platform or multi-manager, Parmenion's Outsource Service requires little on-going maintenance. They undertake all research, implement all trades, portfolio re-balancing and management, fee collection and client (and Adviser) reporting. The Adviser simply specifies the asset allocation to Parmenion at outset and changes to the asset allocation as required, and they manage the portfolio thereafter.

Parmenion have a simple and effective process which, on-line, takes just a few minutes to transact.

Step 1 - Risk Modelling and Asset Allocation
Parmenion's on-line services include a simple but reliable risk model which leads cleanly into a suggested asset allocation.
Step 2 - Investment Recommendation Report
A compliant and printable PDF personalised report prepared to support a financial planning report or on a stand-alone basis. The report includes a risk statement, description of the resultant asset allocation, analysis of the portfolio performance potential and details of the recommended funds.
Step 3 - Applications
The application forms are compiled and client details from the asset allocation and investment report process updated to produce a printable application pack.