How does the P1 Platform help you?
How does the P1 Platform help you?
The P1 Platform is full of features that make your life easier. Scroll through the list below to see how we do it.
How does the P1 Platform help you?
The P1 Platform is full of features that make your life easier. Scroll through the list below to see how we do it.
Wrapper Availability
Client Needs, Catered
Different clients need different tax wrappers. We offer the full range - ISAs, pensions, bonds, offshore - so you never compromise on suitability. The right solution for every situation, all in one place.
Client Needs, Catered
Different clients need different tax wrappers. We offer the full range - ISAs, pensions, bonds, offshore - so you never compromise on suitability. The right solution for every situation, all in one place.
GIA~ Single and Joint
Corporate GIA
Trust GIA
ISA
JISA
Pension - Accumulation
Pension - Drawdown
Third Party SIPP
Third Party SSAS
Third Party Offshore Bond
Fund Availability
Access Every Investment You Need
Never tell clients you can't access their preferred investment. Our comprehensive fund range means no compromises on your recommendations. If it's suitable, we can hold it.
We currently have 3,450* fund options available.
Access Every Investment You Need
Never tell clients you can't access their preferred investment. Our comprehensive fund range means no compromises on your recommendations. If it's suitable, we can hold it.
We currently have 3,450 fund options available.
*as of March 2026
Access Every Investment You Need
Never tell clients you can't access their preferred investment. Our comprehensive fund range means no compromises on your recommendations. If it's suitable, we can hold it.
We currently have 3,450 fund options available.
DFM Availability
Switch DFMs Without Platform Hassle
Change discretionary managers without the need to switch platforms. Large choice of DFM options means your clients get best-fit solutions. Freedom to evolve without being locked in. Our connected DFM's:
Switch DFMs Without Platform Hassle
Change discretionary managers without the need to switch platforms. Large choice of DFM options means your clients get best-fit solutions. Freedom to evolve without being locked in. Our connected DFM's:
Flexible ISA
Withdraw Cash, Keep Your Allowance
Enable clients to access their ISA funds multiple times under the £20k limit without losing tax efficiency. True flexibility that respects their allowance. No more "use it or lose it" conversations.
Withdraw Cash, Keep Your Allowance
Enable clients to access their ISA funds multiple times under the £20k limit without losing tax efficiency. True flexibility that respects their allowance. No more "use it or lose it" conversations.
Flexible Pots
Multiple Strategies, One Wrapper
Different objectives need different approaches. Run various strategies under one wrapper with dedicated pots for each goal. Your clients get sophisticated wealth management; you deliver it from one product.
Multiple Strategies, One Wrapper
Different objectives need different approaches. Run various strategies under one wrapper with dedicated pots for each goal. Your clients get sophisticated wealth management; you deliver it from one product.
Lombard Loans
Liquidity Without Selling Assets
Your clients need cash but don't want to liquidate holdings? Our short-term loans provide immediate liquidity whilst maintaining portfolio control and strategy. Smart borrowing for sophisticated wealth management.
Liquidity Without Selling Assets
Your clients need cash but don't want to liquidate holdings? Our short-term loans provide immediate liquidity whilst maintaining portfolio control and strategy. Smart borrowing for sophisticated wealth management.
Digital Processing
Faster Transactions, Total Clarity
Remove processing uncertainty and delays. Our straight-through processing delivers improved speed and complete transparency. Your clients see progress in real-time; you avoid awkward "where's my money?" conversations.
Faster Transactions, Total Clarity
Remove processing uncertainty and delays. Our straight-through processing delivers improved speed and complete transparency. Your clients see progress in real-time; you avoid awkward "where's my money?" conversations.
Instant Payments
See Where Money Goes, Instantly
No more overnight file waits. Modern technology should show transfers instantly - because your clients expect it and you deserve it. Complete visibility, immediate confirmation, zero anxiety about missing funds.
See Where Money Goes, Instantly
No more overnight file waits. Modern technology should show transfers instantly - because your clients expect it and you deserve it. Complete visibility, immediate confirmation, zero anxiety about missing funds.
Integrated
One Platform, All Your Data
Stop wrestling with siloed systems. Our integrations mean your data flows seamlessly across tools, saving hours of administrative burden. Work smarter with ALT Tab Advice-style efficiency built in.
One Platform, All Your Data
Stop wrestling with siloed systems. Our integrations mean your data flows seamlessly across tools, saving hours of administrative burden. Work smarter with ALT Tab Advice-style efficiency built in.
Transfer Workbench
Track Transfers, Reduce Stress
See exactly where every transfer sits in progress - no more chasing, no more uncertainty. Visual tracking like dominoes falling means you and your clients stay relaxed and informed throughout.
Track Transfers, Reduce Stress
See exactly where every transfer sits in progress - no more chasing, no more uncertainty. Visual tracking like dominoes falling means you and your clients stay relaxed and informed throughout.
Review Pack Generator
Annual Reviews, Automatically Compiled
Consolidate client information instantly without hours of administrative work. Our generator creates comprehensive review packs automatically, freeing you to spend time on advice, not data compilation.
Annual Reviews, Automatically Compiled
Consolidate client information instantly without hours of administrative work. Our generator creates comprehensive review packs automatically, freeing you to spend time on advice, not data compilation.
Open API
Integration Made Easy and Transparent
Connect with any provider or technology without barriers. Our open API welcomes integration, delivers clean data transfer, and maintains complete transparency on capabilities and costs. Technology that works with you.
Integration Made Easy and Transparent
Connect with any provider or technology without barriers. Our open API welcomes integration, delivers clean data transfer, and maintains complete transparency on capabilities and costs. Technology that works with you.
Report Pilot
Clear Insights, Better Decisions
Transform unclear data into actionable intelligence. Our 23 customisable reports give you and your clients crystal-clear insights into portfolios, removing guesswork and strengthening relationships. Stop interpreting and start advising with confidence.
Clear Insights, Better Decisions
Transform unclear data into actionable intelligence. Our 23 customisable reports give you and your clients crystal-clear insights into portfolios, removing guesswork and strengthening relationships. Stop interpreting and start advising with confidence.
Invest Pilot
Portfolio Management Made Simple
Managing portfolios shouldn't be complicated for DFMs. Our intuitive system puts DFMs in control, eliminating reliance on third-party advisers. Support both your clients and DFM strategies from one efficient platform that actually works for you.
Portfolio Management Made Simple
Managing portfolios shouldn't be complicated for DFMs. Our intuitive system puts DFMs in control, eliminating reliance on third-party advisers. Support both your clients and DFM strategies from one efficient platform that actually works for you.
Low Cost
Fair Pricing, No Hidden Extras
We charge what's fair - nothing more. No expensive conversations justifying fees, no awkward cost comparisons with peers. Competitive, transparent pricing that lets your advice value shine through.
Fair Pricing, No Hidden Extras
We charge what's fair - nothing more. No expensive conversations justifying fees, no awkward cost comparisons with peers. Competitive, transparent pricing that lets your advice value shine through.
Flexible Charging
Pricing That Fits Your Business
Your charging structure is unique to your firm. Our platform delivers exactly what you need - percentage, fixed, tiered, or hybrid. No workarounds, no compromises, just the charging approach that suits you.
Pricing That Fits Your Business
Your charging structure is unique to your firm. Our platform delivers exactly what you need - percentage, fixed, tiered, or hybrid. No workarounds, no compromises, just the charging approach that suits you.
Capped Platform Fee
Deliver your clients value for money.
Our capped platform fee is built to deliver fairness at scale. A simple 0.15% charge, capped at £1 million, ensures costs remain proportionate as portfolios grow. No hidden thresholds, no escalating percentages, just clear, predictable pricing that helps you deliver exceptional value for money to every client.
Deliver your clients value for money.
Our capped platform fee is built to deliver fairness at scale. A simple 0.15% charge, capped at £1 million, ensures costs remain proportionate as portfolios grow. No hidden thresholds, no escalating percentages, just clear, predictable pricing that helps you deliver exceptional value for money to every client.
P1 App
Your Clients' Wealth, Accessible
Give clients 24/7 access to their portfolios, reducing reliance on your time for basic queries. They see their wealth clearly, you focus on valuable advice. Financial transparency that strengthens trust and frees your diary.
Your Clients' Wealth, Accessible
Give clients 24/7 access to their portfolios, reducing reliance on your time for basic queries. They see their wealth clearly, you focus on valuable advice. Financial transparency that strengthens trust and frees your diary.
Fully Paperless
Digital Efficiency, Zero Delays
Ditch the printing, posting, and waiting. Handle everything online - faster, cheaper, more professional. Your clients expect modern service; we deliver the infrastructure to provide it without the legacy friction.
Digital Efficiency, Zero Delays
Ditch the printing, posting, and waiting. Handle everything online - faster, cheaper, more professional. Your clients expect modern service; we deliver the infrastructure to provide it without the legacy friction.
Modern UI
Intuitive Design, Effortless Experience
Using outdated systems wastes your time and frustrates clients. Our modern, user-friendly interface makes platform tasks quick and intuitive. Less time battling technology; more time building relationships and delivering advice.
Intuitive Design, Effortless Experience
Using outdated systems wastes your time and frustrates clients. Our modern, user-friendly interface makes platform tasks quick and intuitive. Less time battling technology; more time building relationships and delivering advice.
Multi-Factor Authentication
Security With Peace of Mind
Protect your clients' wealth with bank-grade security whilst managing fraud concerns responsibly. Multi-Factor Authentication layers mean you sleep better, your clients trust more, and regulators stay satisfied.
Security With Peace of Mind
Protect your clients' wealth with bank-grade security whilst managing fraud concerns responsibly. Multi-Factor Authentication layers mean you sleep better, your clients trust more, and regulators stay satisfied.
Customer Support
Contactable, Knowledgeable, Responsive Partners
Speak to real people who understand your business and solve problems quickly. No more apology emails for things beyond your control. Support that treats you as a valued partner, not a ticket number.
Contactable, Knowledgeable, Responsive Partners
Speak to real people who understand your business and solve problems quickly. No more apology emails for things beyond your control. Support that treats you as a valued partner, not a ticket number.
Award Winning
Peer-Reviewed, Adviser-Approved Excellence
We're not just saying we're good - the industry agrees. Peer judgement and expert reviews confirm our platform is trustworthy. Consistently voted best overall platform because we actually deliver for advisers.
Peer-Reviewed, Adviser-Approved Excellence
We're not just saying we're good - the industry agrees. Peer judgement and expert reviews confirm our platform is trustworthy. Consistently voted best overall platform because we actually deliver for advisers.
Award-winning innovation.
Profitable + Employee Owned
Stable, Aligned, Built to Last
We're profitable and employee-owned, meaning long-term stability aligned with your success, not shareholders' short-term profits. Reliable technology from a business model designed to serve advisers, not sell out.
Stable, Aligned, Built to Last
We're profitable and employee-owned, meaning long-term stability aligned with your success, not shareholders' short-term profits. Reliable technology from a business model designed to serve advisers, not sell out.
Transparent Pricing
Know Exactly What You Pay
No hidden fees, no nasty surprises. Our transparent pricing means you're confident you're not subsidising others. Pay for what you get, protect your professional standards, and eliminate Consumer Duty concerns.
Know Exactly What You Pay
No hidden fees, no nasty surprises. Our transparent pricing means you're confident you're not subsidising others. Pay for what you get, protect your professional standards, and eliminate Consumer Duty concerns.
