At the heart of our investment technology is a unique tool which streamlines the process of recommending and managing client portfolios.
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.
As pioneers of automated or ‘Robo’ advice in the UK our service gives Advisers the opportunity to develop multi-channel businesses.
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.
Investment
