Plum Software integrates with Parmenion for contract enquiry

 Plum Software - the provider of IFA and mortgage broker software today announces that it has integrated its back office software with Parmenion, the platform for discretionary management.  Parmenion users can now obtain valuations directly into their Plum client management software.

 Richard Mein, Managing Partner at Parmenion, said:

“The Plum integration is good news for us and for our advisers.  Now, obtaining a valuation is as simple as clicking a button when our advisers are viewing a client record - or they can download the same information but for all their clients’ policies.”

 Ann Dempster, Managing Director at Plum Software said:

"We’re delighted to announce our partnership with Parmenion.  This new deal strengthens our service, and helps us illustrate that we want the highest possible quality for our users..  Parmenion has always had a good reputation, so this is a great piece of news for our users and we are pleased to add them to our ever-growing list of integrators.”

 …ends…

Notes to editors

About Plum Software

Founded in 1993, Plum Software Ltd is the number one independent, specialist software house for financial services.

Plum Software provides complete solutions for front and back office for the IFA and mortgage broker. The software stores and gives instant access to all or selected client details including scanned documents, correspondence, faxes, emails, voice recordings and diary notes – this is far more efficient than the filing cabinet or Windows folders. When the software is used through the Internet, advisers can access all the information from any location without having to invest in expensive systems. By integrating to a large number of providers for a range of information,details need only be entered once.

Its mission is to remain a reliable technology partner to all its clients, to remain at the forefront of software solutions and to provide its clients with high quality, trustworthy and user-friendly software and support. To achieve this it holds regular user meetings and liaises closely with clients individually and with leading industry consultants.

Parmenion

Parmenion is a wholly independent, privately owned partnership founded in 2006 which offers fund-based discretionary investment management services to the modern Financial Adviser.

Parmenion specialises in the provision of technologically advanced platforms for authorised Financial Advisers which incorporate a discretionary investment management capability.  This technology enables an Adviser firm to offer all clients access to high quality investment management, even those with very small portfolios, challenging the traditional approach to client segmentation and creating value in relationships at all levels.

Portfolio total costs are extremely low and when combined with a high quality service proposition, assists modern advisers in the move towards realistic fee based charges.

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