Everything you need, in plain English and under 10 minutes.
While our platform is designed to be easy to use and intuitive, we know sometimes it’s nice to have a reminder. That’s why we’ve put together these short, to-the-point video guides to help you get the most out of the P1 Platform.
Whether you’re just getting started or looking to sharpen up on a specific feature, you’ll find step-by-step walkthroughs covering the core tools, common queries and smart shortcuts that save you time.
Step by Step Video Guides
Illustration Creation Guide
Client and Investment Account Creation
Payment Setup
Withdrawal Creation
Requesting Transfers
If there’s a process or step we haven’t done a video for and you’d like help, email us at [email protected] and the team will get back to you.
We want to make content and guides that help you do your job and are always looking to help.
The P1 Platform Team