Willingness to recommend
About the provider
Welcome to Parmenion, UK Platform of the Year winner
Winner of Schroders UK Platform of the Year in 2019 and 2022, Parmenion is built from the ground up to be the home for your investment proposition.
We’ll do it for you
Use Parmenion Investment Management’s professionally managed Defaqto Diamond rated investment solutions. Our inhouse experts are amongst the best in the business. We’re Gold Service Rated by Defaqto, and have more 5 Diamond rated MPS solutions than any other DFM (source: Defaqto).
We’ll do it with you
Work with our investment team to build your own model portfolios, that we manage on your behalf via our Affinity partnership. Our exclusive Affinity partnership offers exceptional adviser firms the opportunity to work with Parmenion Investment Management (PIM) as our appointed Investment Adviser.
We’ll add it for you
Access a range of other DFM providers on our technology. We’ll add new options for you, on demand. We’re proud of our multi-award winning in-house DFM, but we recognise advisers want choice. That’s why we also provide access to a range of other DFM providers on our technology.
We’ll help you do it yourself
Build and run your own advisory model portfolios with Advisory ModelsPRO. Have your own DFM permissions? You can build and run them on a discretionary basis too. Running your own model portfolios has never been easier. We’ve reduced the admin burden, simplified data gathering and streamlined reporting, so you’ve got more time to focus on your clients.
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Management team, Preservation Capital and Asset Co.
£10.6bn as at 30th September 2023
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
O&M Life and Pensions Ltd
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
Best Practice / Creative Technology
No integrations available for Risk profiling and suitability