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.
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.
To systemise your processes, and pass the risk and hassle of building portfolios and maintaining them to a third party…
