Partnership

Genuine partnerships are built on honesty, trust, respect, and support.

Whether you need a modern platform free of clutter, competitively priced investment solutions, or both, P1 is here for you. And if you want to go further and create a bespoke offering, white-labelled in your brand, we’re ready to roll our sleeves up and help you achieve that too.

Whatever you firm’s structure, size, and ambition, the one thing we are sure to have in common is a desire to provide a remarkable service for our clients.

We strive to provide a high level of service, develop innovative solutions, keep ahead of the competition, and reduce overall costs for our clients. We’d love to help you do the same.

Feel the difference with P1.

Our Partnerships

Your business tools

Our open APIs’ allow us to quickly and easily partner with other forward facing business tools, allowing you to pick and chose the software that powers your business. Double-keying data into different tools isn’t necessary when your systems are connected, like technology allows, freeing you up to do what’s best for your clients.

We currently have partnerships with an array of CRMs and client portals and we’re always open to connecting with more. This allows you to build and run the business you want using your software, not the ones that old technology shackles you to.

You

Adopting the P1 Platform is a partnership between companies. At P1 we have dedicated focus groups to feedback on new developments and input into the roadmap of our platform. We want to make sure that our platform develops in a direction that supports you, not away from you. As a partner you can feed into its development and see features added that actually benefit you, shaping a platform that works for you and your clients.

Investment Partners

We know that there is a broad market for different products and services in financial services and that you do not want to be limited in choice because of your investment platform. We are investment partners with different SIPP and SSAS providers allowing your clients who are planning for retirement to benefit from our low cost platform and expert investment services. If you have a preferred product provider who we’re not already partners with, let us know as we always want you to have the right services available for your clients

Our partners

“It has been a great experience working with P1 across the Intelligent Money portfolio range. Their service levels are outstanding and their pricing is excellent. This has encouraged us to work together with them on both existing and new portfolio mandates. We operate joint investment committee meetings and have constant interaction in the investment process, bringing together all of our investment expertise for our clients’ benefit. It does not only feel like the partnership that it is, it feels like we are one team working towards the same goals.”