Parmenion has added a withdrawals dashboard to its platform in response to adviser demand.
The withdrawals dashboard will make it easier for advisers to view information about clients’ ad hoc withdrawals, such as the amount, payment type, and payment method.
The new functionality, which can be accessed from the main platform navigation bar, also features filters to allow advisers to search by status or client, and a client summary screen.
Parmenion chief commercial officer Mike Morrow said: “We’re continually listening and innovating to try to make it easier for advisers to deliver great service to their clients.
“The addition of this new feature, the withdrawals dashboard, comes in response to adviser feedback. It offers a detailed overview of withdrawals from client accounts, all in one place which can be found easily with intuitive navigation on the Parmenion adviser platform.”
Parmenion implements new features and updates functionality fortnightly, with over 400 platform upgrades delivered in the past year.
