Parmenion has partnered with Mabel Insights to give advisers access to a wider range of portfolio comparison and analysis tools through its platform.
Mabel Insights, which provides a comparison service for advisers, allows users to assess model portfolios and multi-asset funds across the market. Under the partnership, advisers using Parmenion will gain access to tools including risk profiling, cashflow modelling, portfolio benchmarks, detailed performance data, asset allocation breakdowns, risk analytics and monthly factsheets to support suitability assessments. Branded reports and fact-find functionality will also be available. The move follows Parmenion's latest annual results, which showed assets under management and administrat...
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