Parmenion

Steven Levin

Platforms | 5 Mar 24

Quilter’s WealthSelect MPS added to third-party platforms for first time

MPS added to the Parmenion, M&G and Morningstar

Businessman works on laptop Showing business analytics dashboard with charts, metrics, and KPI to analyze performance and create insight reports for operations management. Data analysis concept.Ai

Companies | 8 Feb 24

Pacific, Albemarle and Hymans Robertson model portfolios added to Parmenion platform

Discretionary fund manager products available instantly

Unhappy and disappointed customer giving low rating and negative feedback in survey, poll or questionnaire. Sad and dissatisfied man giving review about service quality. Bad user experience.

Companies | 23 Nov 23

91% of advisers say poor platform service impacts their day-to-day work

With one adviser stating they are ‘sick of useless service and systems’

Companies | 14 Sep 23

Should the advice market rethink the 60/40 portfolio approach?

There is a debate whether the strategy is dead

Companies | 7 Aug 23

Parmenion integrates data tools to improve adviser reporting

Fastrak and FINIO will give advisers access to data about their clients’ investments