P1 Platform

A modern platform with efficiency at its heart.

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We streamline much of what other investment platforms do, lose the bloated functionality you’ll never use, and charge much less.

We created the P1 Platform because we saw how others were doing things and knew there was a better way. We’re not interested in shiny gadgets, widgets and outdated paper processes. All of these things are a drag on efficiency and cost money. Inevitably, it’s your clients who end up paying.

We don’t think that’s fair. We focus on getting core functionality right and driving down costs through technology led efficiency. And then we pass those savings to your clients.

Partner with us and let P1 clear away the clutter so you can get on with providing the service your clients really value.

Efficiency comes as standard.

Key benefits of our platform

  • PAPERLESS

    Paper processes are inefficient, outdated, environmentally damaging, and unnecessary. The others may catch up in time. Until then, we’re happy to lead the way.

  • PRICE

    Our efficiency drives down costs. £0 admin fee on ISA, JISA, GIA and Accumulation SIPP. We pass the savings to you and your clients. That’s the way it should be. Right?

  • PARTNER

    Genuine partnerships are built on honesty, trust, respect, and support. Are the platforms you use today ‘true’ partners? Do they care about you and your clients? Feel the difference with P1.

  • SUPPORT

    Our dedicated support team are there every step of the way, from onboarding you to onboarding your clients.

  • OPEN-ARCHITECTURE

    Access a wide universe of open-ended funds, ETFs, investment trusts and shares, as well as external products and services

  • FLEXIBLE

    Split investment accounts into multiple pots, allowing true flexibility in how you manage your client’s account

  • EFFICIENT

    Open accounts in minutes and efficiently manage your client’s investments on an advised or discretionary basis. NextWealth Digital Champion 2021 recognition

  • DEEP WHITE-LABEL

    Reinforce your brand with your clients. Everything from reports to communications will match your brand should you wish

Available accounts

Junior ISA (JISA)

General Investment Account (GIA)

Individual Savings Account (ISA)

Self-Invested Personal Pension (SIPP)

Third Party Accounts

PAPERLESS

Paperless processes means the onboarding, managing and transferring of accounts is easy for you, and for your clients. Freeing yourself from the time consuming  paper administration of antiquated systems allows you to focus on what’s important, planning for your clients.

PRICE

Built from the ground up using the latest in software design and not hindered by old legacy systems allows us to keep costs down and, importantly pass these low costs on to you and your clients. We know that cost matters, and that’s why we work hard to keep our platform efficient, allowing us to provide an innovative platform at a market-leading price.

PARTNERSHIP

Adopting the P1 Platform is a partnership. We partner with companies, working with them to produce the best outcomes for them and their clients. The flexibility of our platform and investment services allow you to tailor the solution to fit your business.

Our open API system allows us to partner with the software you use to run your business. We already integrate with a wide range of services and CRMs allowing you to access and manage your data in a way that works for you. –

SUPPORT

We haven’t just invested in leading technology, we know that support is as crucial; our support team are highly trained and quick to respond. We pride ourselves on our ability to provide you with the right support allowing you to focus on your clients.

But it’s not just about how we can support you. The professional portal allows you to see exactly what your clients see, making reviews and client support easy, whether that’s in person, view video conferencing or over the phone.

REINFORCE YOUR BRAND

Our deep white-labelling allows your brand to permeate through the platform creating stronger bonds between you and your clients. From how it looks, to URLs and communications, every interaction with the platform can be tailored to your brand.

EFFICIENCY

Our platform is built from the ground up using modern design and usability standards. Using an investment platform shouldn’t require a course in coding, it should be easy, intuitive and allow you to do what you want, faster. Whether it’s managing models, creating illustrations or creating sub-investment pots, the P1 Platform allows you to efficiently manage your clients.

P1 Platform Price

Our efficiency allows us to drive down costs

By adopting the latest technology and implementing efficient processes we’re able to offer the P1 Platform at a market leading price.

The platform is 0.15% up to £1 million and 0.00% thereafter, effectively capping the % asset-based fee at £1,500 per annum per client.

The annual administration fee for ISAs, GIAs and Trusts is £0. Third-party products are £0, subject to third-party product provider fee. SIPP administration is £0 in accumulation per year, £125 + VAT in drawdown and £100 + VAT for UFPLS.

Trading unit trusts or OEICs is £0 and exchange traded instruments are 0.04% subject to a minimum of £4. So, for example a £15,000 trade for an ETF would result in a £6 charge. Trades placed within a regular model portfolio rebalance or investment change will be aggregated.

The across figures illustrate the annual costs of investing using the P1 Investment Platform, not taking into account any trading charges or product costs.

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Who can benefit from the P1 Platform

  • Financial Advisers

    Quickly and efficiently open accounts for your clients, access a range of wrappers, build your advised portfolios or access other investment solutions.

  • 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 an Investment Manager that used the P1 Platform to move their business forward. Read how we can help here.

  • Those wanting to enhance their brand

    Whether you’re a financial adviser or investment manager, you can ‘deep white-label’ the platform to enhance your brand with your clients.

  • FAQs

    We’ve compiled the most commonly asked questions to help further your understanding of the P1 Platform. Read the P1 Platform FAQs here.

Integrates seamlessly with different services to fit your business

Investment Partners with

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Declan Wernham, Financial Planner Simple Solutions Financial Management
“As a young team with tech at the heart of our business, one of the platform’s attractions was its ease of use, allowing us to get to grips with it quickly. We’ve been able to take advantage of how user friendly it is, finding that processing business is very easy and can be completed within minutes, something our clients have benefitted from too. Since we started using P1’s platform, the support offered by them has been outstanding. Our account manager is always on hand to promptly answer any questions or support us where we may need. This level of support and ease of business, all combined with its low price, were factors for choosing the P1 platform for our business.”
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.”