P1 Wealth Pilot

Your partner in delivering advice. Your clients, your data, your partner.

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

  • 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.

SEE IT IN ACTION

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.

 

Speak to an expert

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.

Speak to an expert
“Nearly all advisers use Microsoft, so deploying Wealth Pilot into their own Microsoft environment was an obvious step. Now, advisers can take full ownership of their data, deliver better advice, and spend less time on admin.”