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.
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.
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.
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.
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.