Welcome to
Advisory Models PRO
Running your own model portfolios has never been easier. We’ve reduced the admin burden, simplified consent and streamlined reporting, so you’ve got more time to focus on your clients.
Gather client consent digitally
No need to email or write to a client when you make a change to a portfolio. With Advisory Models PRO, it’s all handled via the Parmenion app. The client accepts the change, and job done. Need to record offline consent? You can do that too.
Wave goodbye to manual version management
As soon as consent is received, the client is moved to the latest version automatically. We take care of the trades. No manual intervention needed. If consent’s not received, we’ll nudge the client for you.
Access enhanced reporting
You can see model performance, versions and client consent status all in one place and export data to support your regulatory and reporting obligations. Consumer Duty? Bring it on.
"We want to be seen as the provider of choice by those firms that want to implement a centralised investment proposition."
Martin Jennings CEO, Parmenion
Get started
If you're looking for a way to revolutionise how you run your own advisory models, request a demo today.
