Search

Parmenion

Willingness to recommend

4.43/5

Integrations

4/5

Value for money

4.44/5

Service

4.48/5
Based on 61 reviews

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

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.

Leave a review

Reviewing this product couldn't be easier – just a simple two-step survey. Ready to go?

LOGIN TO GET STARTED

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.

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Integrations

Based on 61 reviews
4/5

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

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

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

    Direct to your inbox

    To stay up to date with what's next in wealth subscribe to our newsletter