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Parmenion
Willingness to recommend
4.43/5
About the provider
We’re an investment and technology solutions business that supports financial advice firms in the creation and operation of a centralised investment proposition.
Our proposition is founded on the seamless integration of three key disciplines; discretionary investment management, platform administration and intuitive technology. All of these enable us to reduce operational risk for advice firms and improve their profitability through greater efficiencies. In turn, they’re able to deliver a streamlined client experience, enhanced by our easy-to-use technology.
For those Advice businesses seeking higher levels of control, we have different levels of partnership, which include the ability to collaborate on bespoke solutions, providing administration and technology services to organisations with their own discretionary permissions as well as offering access to third party DFMs.
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Ownership:
Preservation Capital and Asset Co.
AUM:
£9.6bn
Partnerships:
Proprietary
NextWealth analysis
Aberdeen Standard announced plans to sell Parmenion. We understand that several private equity firms have submitted bids for the business. Parmenion's strength lies in a clear value proposition and advisers that work with them give them high marks. It is really a DFM with an integrated platform. It is squarely focussed on good customer outcomes and good service to financial advice businesses.
While Parmenion don't have a long history as a pension provider, they have partnered with Hymans Robertson to support advisers working with clients to manage income in retirement and longevity. Parmenion is focussed on building a scalable business. They won Platform of the Year at the Schroders UK Platform Awards in 2019. For financial advice businesses who aren't looking to offer a whole of market investment solution - but who instead want to focus on outcomes and planning - Parmenion is a good choice.
Integrations
Based on 61 reviews
4/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
Assyst Software
Avelo
Bluecoat
Fastrak
JCS
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
DocuSign
IRESS Pulse
MoneyHub
O&M Profiler
True Potential
Adviser Asset
Defaqto
FE Analytics
O&M Systems
Selectapension
Synaptics
No integrations available for Risk profiling and suitability
Reviews
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Anonymous
May 2022
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Anonymous
May 2022
Willingness to recommend
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Anonymous
May 2022
