With so many adviser platforms available, all making similar promises, it can be difficult to understand what really makes a platform stand out. The question shouldn’t be ‘who shouts the loudest?’, it should be ‘who actually delivers – consistently, reliably, with minimal disruptions to my business?’. If you’re an adviser asking yourself this question, we’ve highlighted a few key factors that can help you cut through the noise and make an informed choice.
First, it’s important to note that the strongest indicators don’t come from marketing, they come from long-term, independent data, and, more importantly, from the everyday experiences of advisers using the platform. We know that as a newer platform it’s easier to get overlooked – seen as a small fish in a big pond – but the reality is, the data tells a different story. Of course there are still areas that we are working hard to improve, and we haven’t cherry-picked the numbers or chosen timeframes and categories which make us look best. We want to be honest with you, our clients.
The Data
Here’s how we ranked against 19 other platforms in the latest independent industry data:
- General rating and opinion: (#2)
- Value for Fees Charged: (#2)
- Usefulness of online tools: (#1)
- Ease of doing business: (#3)
- Quality of reports: (#1)
- Quality of customer service: (#4)
- Technical support: (#1)
- BDM support: (#1)
- Choice of funds and tax wrappers: (#2)
- General web usability: (#2)
- Overall: (#1)
Should You Trust the Data?
We’ve looked across Platforum reports dating back to 2022, when P1 entered the market, and the results are clear. Across key areas such as service quality, adviser experience, and overall value, P1 consistently ranks near the top, often ahead of long-established providers.
If you’re reviewing your platform options, data is a great place to start. Don’t just take our word for it, look at the data and listen to your peers. Here’s what Robin Hall, Managing Director at Kymin had to say about working with the P1 Platform.
“Much like their investment services, the P1 Platform lets us spend more time focused on our clients and advising them, less time on the areas around advising. It’s easy to use, efficient – being paperless has been a godsend for our admin team – and low-cost. What’s not to like? Plus, if there is an unlikely issue the team are quick to respond and solve it.”
Designed for Advisers
From the beginning, the P1 platform was built with one goal in mind: to make life easier for advisers. That’s why we’ve focused on intuitive design and smart functionality — tools that help you spend less time on admin and more time where it matters: with your clients.
Built for Today – and Ready for What’s Next
The market keeps evolving, and so do the needs of advisers. That’s why we prioritise real feedback from advisers and focus our development where it matters most. We listen carefully, respond where there’s genuine need, and build tools that support the way you work. We’re just like you’re existing legacy platform. Minus the legacy. Why not try something new and book time with a platform expert.
