Twenty20 allow clients to leverage the efficiency of ETFs…

‘I first came across Parmenion a number of years ago and quickly realised this was a firm to watch out for. I was not wrong. After initial discussions it was encouraging to see how open Parmenion is to new thinking. From the get go, the team at Parmenion were good listeners and were prepared to do whatever it took to make our ETF Discretionary Fund Management proposition reach their high standards while capturing their prowess in technology to deliver value to clients and Advisers. The benefits of a centralised investment proposition utilizing ETFs is clear for all to see.’ Read the full case study

“Parmenion’s Interact online advice tool is allowing an increasing number of advice firms to walk the walk”

Whilst (many) others are talking the talk about technology, Parmenion’s Interact online advice tool is allowing an increasing number of advice firms to walk the walk. Services such as Fiver a Day, Wealth Horizon and Simply EQ from EQ Investors are all powered by this kit.

Hero of the Year - Direct Platform Awards, 2016, The lang cat

“Very competitive across portfolios and users rate it highly on value”

Parmenion’s cliff‐edge pricing makes it very competitive across portfolios and users rate it highly on value. It comes out as above average in both categories.

Platforum - Adviser Platform Pricing Guide, October 2016

“We love the simplicity of using the platform”

Parmenion is a core element of our Centralised Investment Proposition. With their ongoing support, we are able to offer a range of investment solutions to our clients and co-brand our services, which is important to us. Read the full case study

“Our partnership with Parmenion has provided the investment proposition we wanted”

Our partnership with Parmenion means we are able to focus on building long-term relationships with our clients; providing excellent client service at all times. We can now spend our time on financial planning instead of fund selection and performance, which is time consuming and this is time that could be spent with clients. Read the full case study

“We benefit from excellent client service”

After making the big decision to outsource to a DFM, we quickly realised Parmenion was the partner for us. We see ourselves as Financial Planners first and foremost, and Parmenion helps us to free up our time so that we can spend it with our clients. It also means we can focus on our service delivery and spend less time fund picking and managing funds. This suits us and our clients. Read the full case study

“We can offer a high quality investment solution, at a reasonable cost and deliver it on a large scale”

After reviewing a significant number of DFM solutions, Parmenion was the one that we knew could provide us with the greatest efficiency gain for our business. It was also the most cost effective, so the cost and time savings within the business have been significant. Read the full case study

“Parmenion allows us to outsource without losing control”

Partnering with Parmenion has meant we can outsource to a DFM yet maintain control of our investment proposition. It gives us the best of both worlds and we have joint oversight of investment decisions. Read the full case study

“Parmenion has enabled us to become more efficient”

It has enabled us to significantly reduce the time spent on our operational processes and meant we can focus more resources on delivering additional value to our clients. In short, we have become more efficient and have reduced the level of risk we previously had within our business. Read the full case study

“Parmenion offers cost efficiency and the ability to run a more profitable business”

We chose Parmenion when we were looking to streamline our investment management process. We have benefited from cost and time saving which means we can run our business more efficiently and profitably. Parmenion is part of our main proposition and one of our preferred solutions. Read the full case study


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