What is Invest Pilot?
Invest Pilot is a bolt-on application to the P1 Platform, allowing investment managers to create and manage model portfolios, as well as see relevant management information about their portfolios. It is accessible from within the user’s own Microsoft environment, meaning it can be used through applications such as Microsoft Teams and Power Apps, rather than logging in to the P1 Platform itself (removing the need to remember yet more login credentials!).
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Create and manage your model portfolios
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Perform bulk portfolio rebalancing
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Use over 2,500 securities (funds, equities and ETFs)
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Access from your own Microsoft environment
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View management information about your portfolios, including AUM and the number of clients invested
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Integrated with P1’s Report Pilot, allowing bespoke investment proposals to be generated
Manage Portfolios
Build, manage and rebalance portfolios.
Select portfolio risk levels
For each portfolio you can define its risk level.
Provide ethical and sustainability statements
If applicable, provide your ethical and sustainability statements to be used in reporting.
Diverse Range of Investments
Access over 2,500 securities, with a mix of funds, equities and ETFs.
“I am continually impressed with P1’s drive to innovate. As an investment manager working with advice firms, being able to create and manage model portfolios quickly and efficiently is vital. We use numerous Office365 applications, so the fact that Invest Pilot works as an app within Teams is a major benefit.”
Invest Pilot Praise
“I’ve made changes via Invest Pilot, very quick and simple… everything seems fantastically smooth!”
“I used Invest Pilot today for model rebalancing – very smooth and I like the new excel upload feature. I find this system to be more efficient and intuitive”
“I used Invest Pilot earlier today to edit the portfolios – it was very user friendly and worked well.”