Platform and DFM provider Parmenion has added a new withdrawal dashboard, which it says is designed to help advisers when they need to view information about clients’ withdrawals.
Platform and DFM provider Parmenion has added an Open Banking facility which will allow advised clients to top up their investments direct from their bank accounts.
More than 9 in 10 financial advisers (95%) have had to apologise to clients for poor platform service in 2024, according to a new report.
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