Parmenion pilots wealth management ‘toolkit’
New toolkit includes white label documents that can be branded with an advisers logo and includes portfolio-building guides.
Investment service provider Parmenion has soft-launched its new wealth management toolkit for advisers, which includes a range of white label documents that explain fundamentals of investing and portfolio building.
The toolkit includes a selection of documents which can be branded with an adviser’s own logo, and include explanations of the fundamentals of investing, wealth management and explanations of the relationship between Parmenion and the adviser.
Currently in its pilot launch phase, Parmenion hopes the toolkit will go fully live in the fourth quarter of this year.
Sarah Jezard, head of marketing at Parmenion, said: “There are 10 key stages in the advice process from getting to know the client, through risk profiling to keeping the client’s portfolio current and annual reviews.
“With advisers under so much pressure in the run-up to Retail Distribution Review and beyond, the materials, technology infrastructure and support we have put in place will help them increase their profitability.”
Parmenion uses a combination of online platform-based administration combined with discretionary management capabilities to let advisers provide client investment service while keeping their businesses lean.