P1 Platform

A platform focused on making life easier for advisers, allowing you to concentrate on advising, not admin. We aim to provide a better platform experience for advisers and their clients, without the additional cost.

We created the P1 Platform because we observed how others operated and knew there was a better way. Our focus is on delivering innovations and technology that enable advisers to prioritise their clients, rather than the administration of their advice.

Cut the fuss with the P1 Platform so you can continue delivering the service your clients truly value.

Save your time, while saving your clients money.

Key benefits of our platform

STRAIGHT-THROUGH PROCESSING
Tired of chasing paper forms? Enjoy a fully digital and paperless experience where account opening and administration take minutes, not days.
LOW-COST
With a fee of 0.15% capped at £1 million and £0 admin fee on ISA, JISA, GIA, and Accumulation SIPP accounts; there’s a reason we’re #1 for Value For Fees Charged.
INTEGRATED
With 12-and counting-integrations with popular back-office adviser tools, we’re a platform that fits into your processes and business.
CUSTOMER SUPPORT
Rated #1 Platform for Quality of Customer Service, Technical Support, and BDM Support by Advisers in Platforum’s Adviser Research.
AWARD-WINNING INNOVATION
We are a forward-looking, innovative platform. We’ve launched Report Pilot, the P1 Client App, and Lombard Loans (coming soon), all to help you deliver advice easily.
FLEXIBLE
Split investment accounts into multiple pots, allowing true flexibility in how you manage your client’s account.

TOP RATED PLATFORM

Based on 1,709 Adviser reviews as part of Platforum’s UK Adviser Platforms May 2024 Report

#1 VALUE FOR FEES

#1 CUSTOMER SERVICE

#1 OVERALL PLATFORM

#1 QUALITY OF REPORTS

#1 TECHNICAL SUPPORT

AWARD-WINNING INNOVATION

P1 PLATFORM

Designed to streamline financial advisers’ workflows by integrating innovative tools for portfolio management, client reporting, and client engagement. With seamless Microsoft integration, AI-enhanced features, and mobile accessibility, the platform improves operational efficiency, reduces administrative burdens, and enhances client service, making it an essential tool for advisers wanting to grow their business.

P1 APP

The P1 App offers clients instant access to their wealth details, enabling reviews of account values, performance, and holdings. Available on Android and iOS, it keeps clients updated on transactions and messages, enhancing transparency and engagement for improved adviser-client relationships.

DOWNLOAD IT HERE

REPORT PILOT

We enable advisers to generate detailed, easy-to-understand client reports quickly. Covering investment and pension reviews, these reports feature graphic data representations. This tool reduces administrative burdens, allowing advisers to focus on providing valuable advice, while integrating seamlessly with other P1 functionalities.

INVEST PILOT

Integrated with Microsoft’s Power Platform, Invest Pilot allows discretionary fund managers to manage portfolios seamlessly within their Microsoft environment. It supports over 2,500 securities and features AI enhancements for bespoke client reports, improving operational efficiency and client service without needing additional login credentials.

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REVIEW PACK GENERATOR

The Review Pack Generator, part of Report Pilot, enables advisers to quickly create detailed client reports on accounts, portfolios, and wrappers. With options to set time periods and benchmarks, advisers can review performance, asset allocations, transactions, and charges. This tool streamlines report generation, ensuring client-ready documents that enhance transparency and engagement.

LOMBARD LOANS *Coming Soon*

Through the P1 Platform clients can borrow £25k to £5m+ against their investment portfolios (initially it will be on loans >£65k) This feature provides quick access to funds without liquidating assets, retaining potential income and growth. A fully digital process streamlines administration, providing funds in less than 24 hours, addressing clients’ liquidity needs efficiently.

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BOOK YOUR DEMO TODAY

P1 Platform Price

Save your clients money

0.15%

Platform fee on platform assets, capped at £1,500

£0

Product fee for ISA, JISA, Trusts, P1 Pension (Accumulation)

£0

For Third-party products. Subject to any 3rd-party product provider charge.

£10 + VAT

Per month for P1 Pension (Drawdown)

Full Charges Schedule

Who is the P1 Platform for?

Client Focused Financial Advisers

Platforms should enable advice, not hinder it. We’re here to support advice firms that want to spend more time serving their clients, not doing admin. Our easy-to-use and low-cost platform is designed to benefit your clients by freeing you to focus on them.

Investment Managers

Operate your investment services through a low-cost and efficient platform. You can service both direct clients and regulated intermediaries. Read a case study on a hosted Investment Manager that used the P1 Platform to move their business forward.

Growing Financial Advice Firms

Firms looking to grow need a platform that supports that. From straight-through processing to deep insight into your business via our Report Pilot, we’re an innovative platform focused on efficiency that’ll integrate into and work with your business, not drag it down.

Award-winning

P1 PLATFORM FEATURES

ACCOUNTS
Wide range of available accounts, including, ISA, JISA, GIA, SIPP, Offshore Bonds and 3rd Party Products
INVESTMENT OPTIONS
15-and counting-DFMS on the P1 Platform including some of the biggest names in our industry.
INVESTMENT CHOICE
Over 2,800 available investment options, including ETFs, Investment Trusts, and Direct Equities
TRUSTED
Join over 100 advice firms using a modern, employee-owned and profitable investment platform

Integrates seamlessly with different services

Available Investment Partners

Adam Rowbottom, Financial Planner & Director Moffatts Financial Planning

“Within weeks of going live with the P1 Platform, we were finally able to offer our clients a slick, simple system that provided exactly what clients wanted in a cost-effective way. The behind-the-scenes support is rarely required but when it is, it is of top quality. All the staff answer the telephone straight away, reply to emails promptly and all know exactly what they are doing. The days of the incumbent providers are numbered if you adopt this system. We were utterly disappointed at the total deterioration of other platform providers over the last few years.”

Nick Skelhorn, Managing Director Corrival Capital

“As an investment manager who provides services to clients and financial advisers, adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities. Unusually for this industry, instead of pocketing the difference for ourselves, we took the decision to pass these cost-savings on to our clients by reducing and capping our own management fees. We’ve found the platform is well designed, providing an intuitive on-the-go experience for professionals like myself, and, importantly, my clients. The support from the P1 team has been great at every step.”

Daniel Lawrence, Director Perry Monroe

“After deciding to outsource the management of the Perry Monroe portfolios, we spoke to seven different Investment Managers to understand how they could work with us in a collaborative approach to managing the portfolios. P1 stood out in a number of areas, they listened to us and the needs of our clients and had a very similar approach to Investment Management as ourselves. They offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.”