EATT 2023 Disturbance Demo – Advisory Models Pro by Parmenion
Synopsis:
- Advisory Models PRO keeps clients on track with their investment strategy simply and easily.
- It reduces the admin burden of manually gathering client consent
- As soon as digital consent is received, clients are moved to the latest model version automatically
- Offering enhanced reporting – you can see the model performance, versions and client consent status all in one place
In their own words:
“Parmenion was built from the ground up for investment management. Now, we’re extending that capability to adviser firms, with major enhancements that make running your own advisory models significantly easier. Better still, we’ll work with you to get you up and running, making sure you’ve got the right set-up to manage your models.
Advisory Models PRO has been built with advisers, for advisers. Our platform users provide the inspiration and direction for our continuously improving technology and our advisory model capability.”
Website
Company Info
HQ: Bristol
Founded: 2007
Product Displayed: Advisory Models Pro
Presenter: Hollie Bowman, Intermediary Partnership Manager
