Portfolio Management Made Simple

Stop juggling spreadsheets and logging into multiple systems. Invest Pilot lets you create, manage, and rebalance model portfolios directly from the P1 Platform for your adviser client base.

Speak to the team

Speak to the team

For Investment Managers and DFM's only

Portfolio Management
Made Simple

Stop juggling spreadsheets and logging into multiple systems. Invest Pilot lets you create, manage, and rebalance model portfolios directly from the P1 Platform for your adviser client base.

Speak to the team

Speak to the team

For Investment Managers and DFM's only

What Is Invest Pilot?

What Is Invest Pilot?

Portfolio management where you actually work. Invest Pilot is a bolt-on application that puts model portfolio creation and management right inside your Microsoft environment.


Build portfolios, perform bulk rebalancing, and access management information without logging into another platform. 3,450 securities at your fingertips, integrated with Report Pilot for instant investment proposals for your advisers.

Portfolio management where you actually work. Invest Pilot is a bolt-on application that puts model portfolio creation and management right inside your Microsoft environment.


Build portfolios, perform bulk rebalancing, and access management information without logging into another platform. 3,450 securities at your fingertips, integrated with Report Pilot for instant investment proposals for your advisers.

Why This Matters to Your Practice.

Work Where You Already Work

Access Invest Pilot through Microsoft Teams and Power Apps - the tools your team uses every day. No separate logins, no switching systems, no password fatigue. Portfolio management that fits your workflow, not the other way round.

Build and Rebalance at Speed

Create model portfolios, perform bulk rebalancing across multiple clients, and adjust strategies in minutes, not hours. Investment managers like Dan Minett at 5 Horizons praise how "quick and efficient" portfolio management becomes with Invest Pilot.

Access Every Investment You Need

Over 3,450 securities including funds, equities, and ETFs. With access to institutional-class ranges. Build diversified portfolios that match your investment philosophy without compromise.

Instant Investment Proposals

Integrated with P1's Report Pilot allows your advisers to generate bespoke investment proposals automatically for their clients. Create professional client documentation the moment you build a portfolio.

How Invest Pilot Works

Model Portfolio Tools

Build, manage and define risk levels with intuitive controls and clear management information

Rebalancing & Efficiency

Perform bulk portfolio rebalancing - update once, apply across all client portfolios simultaneously

Investment Access

3,450 securities including funds, equities, and ETFs for unrestricted diversified solutions

ESG Reporting

Include ethical and sustainability statements for transparent, compliant client communication

Microsoft Native

Access directly through Teams and Power Apps - no separate logins or platform switching

Analytics & Proposals

View AUM and client data at a glance. Generate instant investment proposals via Report Pilot integration

Add your investment services to the platform

Add your investment services to the platform

Key Features of Invest Pilot

Model Portfolio Tools

Build, manage and define risk levels with intuitive controls and clear management information

Rebalancing & Efficiency

Perform bulk portfolio rebalancing - update once, apply across all client portfolios simultaneously

Investment Access

3,450 securities including funds, equities, and ETFs for unrestricted diversified solutions

ESG Reporting

Include ethical and sustainability statements for transparent, compliant client communication

Microsoft Native

Access directly through Teams and Power Apps - no separate logins or platform switching

Analytics & Proposals

View AUM and client data at a glance. Generate instant investment proposals via Report Pilot integration

Speak to the team

Speak to the team

What Investment Managers Say

What Investment Managers Say

Real feedback from firms using Invest Pilot daily:


"I've made changes via Invest Pilot, very quick and simple… everything seems fantastically smooth!"

Chris Moorefinch, 8AM Global



"I used Invest Pilot today for model rebalancing – very smooth and I like the new excel upload feature. I find this system to be more efficient and intuitive."

Jackie Qiao, Elston Portfolio Management



"I used Invest Pilot earlier today to edit the portfolios – it was very user friendly and worked well."

Shaileen Margoria, Dark Star Asset Management

Real feedback from firms using Invest Pilot daily:


"I've made changes via Invest Pilot, very quick and simple… everything seems fantastically smooth!"

Chris Moorefinch, 8AM Global



"I used Invest Pilot today for model rebalancing – very smooth and I like the new excel upload feature. I find this system to be more efficient and intuitive."

Jackie Qiao, Elston Portfolio Management



"I used Invest Pilot earlier today to edit the portfolios – it was very user friendly and worked well."

Shaileen Margoria, Dark Star Asset Management

01392 304505
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