Integrations to make your life easier
No matter which back-office suppliers, CRMs, or risk and compliance tools you prefer, we’ll integrate seamlessly with them to help you run your business as efficiently as possible.
At Parmenion, we understand the importance of streamlining your financial advisory processes. That's why we've designed our platform to seamlessly integrate with a range of back-office suppliers, CRMs, and essential risk and compliance tools. Whether you rely on Intelliflo, Dynamic Planner, Ningi, or other industry-leading software, we make it easy for you to manage your clients' wealth efficiently and effectively.
Our integration partners
| System | Valuations | Transactions | Remuneration | Account Opening |
|---|---|---|---|---|
| Contengo | ✓ | ✓ | ✓ | |
| Finplan | ✓ | | ✓ | |
| Focus Solutions | ✓ | | ✓ | |
| Intelliflo | ✓ | | | ✓ |
| Iress Xplan / AdviserOffice / Avelo / 1st | ✓ | | | |
| JCS | ✓ | | ✓ | |
| MoneyHub | ✓ | | | ⠀ |
| Morningstar Adviser Workstation | ✓ | | | |
| Ningi | ✓ | ✓ | ✓ | |
| Plannr | ✓ | ✓ | ✓ | |
| Sprint Enterprise Fastrack | ✓ | ✓ | ✓ | |
| Time4Advice Curo | ✓ | | ✓ | |
| True Potential | ✓ | | | |
| Wealthcraft / Plum | ✓ | | ✓ | |
| System | Valuations | Transactions | Remuneration | Account Opening |
|---|---|---|---|---|
| Dynamic Planner / Distribution Technologies | ✓ | | | |
| Prestwood Truth | ✓ | | | |
| System | Valuations | Transactions | Remuneration | Account Opening |
|---|---|---|---|---|
| AdviceFront Onboard | ✓ | | ✓ | |
Need a custom data feed?
We offer tailored data feeds for financial advisers with proprietary back-office, CRM, or risk management systems. Collaborate with us to set up seamless data integration, so your workflows remain efficient. Parmenion is your partner for flexible, customized data solutions.
Are you a data provider? Let's talk
Are you a data provider and want to integrate with Parmenion? We have a dedicated support team to help get you set up. Head over to our contact us page and get in touch.
Find out more about our award-winning Investment Platform
Our award-winning investment platform is continuously improved based on feedback from our customers. That’s how we know our comprehensive suite of tools and features gives you the support you need to manage your clients’ financial planning needs.
Tools & Features
With digital signatures and form pre-population as standard, plus efficient cash management, and extensive white-labelling, Parmenion does everything a digital-first investment platform should do.
Tax Wrappers
Match the right wrapper (or wrappers) to your clients by selecting from our GIA, ISA and SIPP, our junior options, or our partnerships with leading SIPP, SSAS, offshore and onshore bond providers.
Build your investment proposition
We’ll do it for you, we’ll do it with you or we’ll support you in doing it yourself. However you want to run your Investment Proposition, you’re in the right place.
Putting your reputation in safe hands
Providing the best possible service to our customers is more than an aim, it’s part of Parmenion’s DNA.
Speak to us and find out how we can help your business thrive.