Parmenion Launches Adviser-Friendly Withdrawals Dashboard

Parmenion launches withdrawals dashboard to support advisers

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. Parmen…

Parmenion launches adviser-friendly withdrawals dashboard

Adviser platform Parmenion has unveiled a new dashboard, designed to simplify how advisers access and manage client withdrawal information by consolidating key data into a single, user-friendly interface.