The platform that works for advisers, not against them
The platform that works for advisers, not against them
Legacy platforms were built for custody, then had advice features bolted on. P1 was built for financial advisers from day one.
The platform that works for advisers, not against them
Legacy platforms were built for custody, then had advice features bolted on. P1 was built for financial advisers from day one.
What challenges are
you facing?
We built a Platform that finally works the way it should. We've solved the day to day issues that advisers told us were holding them back.
What adviser issues most resonate with you?
Your platform hasn't evolved with advice
Your platform isn't innovative
You need more time for advice
You're tired of legacy Platforms
Modern advice needs modern tools, yours are stuck in 2010.
Challenge:
Financial planning has moved to goals-based, holistic advice with ongoing reviews and digital client engagement. Your platform still thinks advice is "recommend a fund, send a report annually, move on." It wasn't built for how you work today, regular touchpoints, financial planning integration, and transparent ongoing fees.
How P1 Helps:
Goal-based portfolio management lets you organise client accounts by objectives (retirement, house deposit, school fees) instead of just wrappers. Client App means they see progress between meetings. Integrated reporting ties investments to their actual financial plan, not just performance charts. It’s innovation that matters.
What challenges are you facing?
We built a Platform that finally works the way it should. We've solved the day to day issues that advisers told us were holding them back.
What adviser issues most resonate with you?
Your platform hasn't evolved with advice
Your platform isn't innovative
You need more time for advice
You're tired of legacy Platforms
Modern advice needs modern tools, yours are stuck in 2010.
Challenge:
Financial planning has moved to goals-based, holistic advice with ongoing reviews and digital client engagement. Your platform still thinks advice is "recommend a fund, send a report annually, move on." It wasn't built for how you work today, regular touchpoints, financial planning integration, and transparent ongoing fees.
How P1 Helps:
Goal-based portfolio management lets you organise client accounts by objectives (retirement, house deposit, school fees) instead of just wrappers. Client App means they see progress between meetings. Integrated reporting ties investments to their actual financial plan, not just performance charts. It’s innovation that matters.
What challenges are
you facing?
We built a Platform that finally works the way it should. We've solved the day to day issues that advisers told us were holding them back.
What adviser issues most resonate with you?
Your platform hasn't evolved with advice
Your platform isn't innovative
You need more time for advice
You're tired of legacy Platforms
Modern advice needs modern tools, yours are stuck in 2010.
Challenge:
Financial planning has moved to goals-based, holistic advice with ongoing reviews and digital client engagement. Your platform still thinks advice is "recommend a fund, send a report annually, move on." It wasn't built for how you work today, regular touchpoints, financial planning integration, and transparent ongoing fees.
How P1 Helps:
Goal-based portfolio management lets you organise client accounts by objectives (retirement, house deposit, school fees) instead of just wrappers. Client App means they see progress between meetings. Integrated reporting ties investments to their actual financial plan, not just performance charts. It’s innovation that matters.
What Platform users have to say
Is your current Platform holding you back?
We built a Platform that finally works the way it should. We've solved the day to day issues that advisers told us were holding them back.
Is your current Platform holding you back?
We built a Platform that finally works the way it should. We've solved the day to day issues that advisers told us were holding them back.
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
We were a little apprehensive because we were moving from a known to an unknown, but all the feedback from the team is that it's been pretty seamless... Results have been excellent.
Gary O'Brien
Managing Director - Ardent
I found that P1 is a platform that has cutting-edge technology and provides a first-class service. The technology is excellent – intuitive, reliable, and built with advisers in mind.
Lavinia MacDonald
Director - The Money Clinic
Adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities.
Nick Skelhorn
Managing Director - Corrival Capital
They (P1) offered unrivalled access to the management team, a flexible approach to working together and their services are competitively priced.
Daniel Lawrence
Director - Perry Monroe
