Introducing Invest Pilot

Portfolio Management made easy

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 users 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!).

  • Create and manage your model portfolios
  • Perform bulk portfolio rebalancing
  • Use over 2,500 securities (funds, equities and ETFs)
  • Access from your own Microsoft environment
  • View management information about your portfolios, including AUM and number of clients invested
  • 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.

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Sign-up for Invest Pilot

Want to start using Invest Pilot to streamline model portfolio creation and management? Get in touch to see how Invest Pilot can make portfolio management easy for you on the P1 Platform.