Picking software to deliver lasting financial advice isn’t easy, seamlessly integrating it is downright hard, and a distraction.
This is where Wealth Pilot helps. Bringing together client management and onboarding into one intuitive and engaging experience; you can do fact-finds, risk profiling, generate reviews, cashflow modelling, give your clients and branded portal and share documents with them, all under one roof. Gone are the days of re-keying, siloed data and flicking between numerous software solutions. Wealth Pilot allows you to seamlessly manage the advice journey.
Wealth Pilot: A partner for advice.
Wealth Pilot Benefits
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Advice made easy
With all the tools you need to deliver advice in one place, focus on giving advice not doing the admin of it. -
You control your data
At the heart of Wealth Pilot is your data, unlike other providers, with Wealth Pilot your data sits with you and your Microsoft license. No friction or gatekeeping, use as you wish. -
Engage your clients
Set automatic and customisable email notifications to remind your clients to update information, approve documentation, and read their annual reviews. -
Eliminate integration headaches
No more “Alt+ Tab Advice”, flitting between software to deliver advice. Now the tools are under one roof. -
Free to P1 Platform users
Wealth Pilot is free for users of the P1 Platform who meet a certain criteria. Whether you’re an adviser or an investment manager, you can now benefit from Wealth Pilot’s client management tools. -
Leverage the power of Microsoft
Built on Microsoft Power Platform, you can take your clients data and use it in all your daily tools. Drop data fields in Word, Outlook or Excel templates, save recorded Teams meetings in client folders, and develop Copilot Agents to search and understand your data.
Manage advice, step-by-step
You’re a financial adviser not a tech specialist. And while every new piece of technology is meant to make your life easier and the advice you give better, evidence shows that when they don’t integrate and your life isn’t easier, advice isn’t better and costs are higher. And managing it all takes you away from doing what you do best, advising your clients and growing your business. That’s why we’ve brought it all to one place for you.
P1’s Wealth Pilot is here to simplify administering advice and client management, cutting away the admin, uniting your data and letting you focus on the advice.
With speedy client onboarding with integrated factfinds, document sharing and branded client portal to advance cashflow modelling and risk profiling tools, Wealth Pilot is there at every step of the way to ease the advice process and let you focus on your clients.
Key Features

Client Portal

Onboarding

Digital Fact find

Risk Tool

Cashflow Modelling
A first-of-its kind approach
Welcome to the Microsoft Dataverse
Own, control and use your data
Wealth Pilot is a groundbreaking in tackling the biggest bugbear of advisers: siloed data across multiple systems.
Built on Microsoft’s Power Platform, Wealth Pilot makes you the owner and control your client data, storing it directly within your Microsoft tenancy. This opens up powerful integrations with tools you already rely on—like Outlook, Teams, Word, Excel, and even AI-powered Copilot.
For advisers wanting to grow, develop their own processes and efficiencies, Wealth Pilot presents an opportunity to fully own your business processes and data. What does this mean in reality for your business?
- Upload and download client files directly from your SharePoint.
- Create transcripts from Teams meetings and save these to client folders and use Co-Pilot to make actions.
- Build your own business companion with Copilot Agents, letting you quickly search and question your whole client database.
- Create and use templates in Word, Excel and Outlook and pull client fields and data in to them from your own database.
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Remove the need to keep switching between tools
No more Alt+ Tab Advice
Delivering financial advice can require more than 8 pieces of individual software. Backoffice, Risk Profiler, Fact find, Client Portal, Platform, Client Relationship Management, Anti-money laundering, … the list is long. Invariably that means at 8 different junctures you’ll need to input data in one format of another, often to generate a result or action, then you’ll most likely need to copy that result to another program or document. Whether thats a cashflow analysis results or clients plans, these are then copied into other pieces of software. Business processes driven by:
Ctrl+ C, Alt+ Tab, Ctrl V. Proceed.
And hope there isn’t an error. “Tabbing” between software is too common in the advice industry due to siloed data and poor integrated software. And this creates inefficiencies and more admin for advisers. We developed Wealth Pilot to solve this, bringing as much of the advice process into one piece of software, letting you focus on advice, not admin.
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