Technology

Our technology is continuously developed and enhanced to make life easier for Platform users, and allow you to present your business in the best possible light.

 

Portfolio Builder

At the heart of our investment technology is a unique tool which streamlines the process of recommending and managing client portfolios.

User centred tools

Designed with users in mind our technology delivers the tools for a great client service, at your fingertips. Our engaging design and straightforward navigation makes this simple for all to use, creating more time to engage with your clients.

Interact

As pioneers of automated or ‘Robo’ advice in the UK our service gives Advisers the opportunity to develop multi-channel businesses.

Enhancing brand

As an enabler Parmenion exists to enhance your brand and as such we can personalise, not only the online experience, but also client facing documents to your business identity.