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The P1 Platform

Willingness to recommend

5/5

Integrations

5/5

Value for money

5/5

Service

5/5
Based on 3 reviews

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About the provider

An open-architecture, low-cost investment platform for firms seeking efficiency. As a next generation investment platform, the P1 Platform is unburdened by legacy technology and paper-based processes.

Its open-architecture design allows you to streamline your business by integrating with third-party software and providers. You can add clients, open investment accounts and fund the account in minutes.

The platform works on mobile devices, allowing you to service your clients in a way that suits you. Our efficiency drives down costs. We pass the savings to you and your clients. You can deep white-label the platform from reports to all communications should you wish. The P1 Platform is designed to be flexible, allowing you to leverage the best-in-class tools for your business. Open APIs (Application Program Interface – code facilitating the exchange of data between different software) allow you to push and pull data to and from the platform, facilitating integration with the software you use. It integrates easily with back-office systems, cash-flow planning software, risk assessment tools and more. The platform is connected to the Altus Transfer Gateway, a market leader in transfer automation. This digital connection allows for automation and streamlining of account transfers between platforms and asset re-registration reducing processing time.

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Ownership:

Privately Owned

AUM:

£911million

Partnerships:

Seccl Technology Limited

NextWealth analysis

The P1 Platform doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.

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Integrations

Based on 3 reviews
5/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

Bluecoat

CURO (Time4Advice)

intelliflo office (intelliflo)

Xplan (Iress)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

moneyinfo

DocuSign

Defaqto

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ThreeSixty

Defaqto Engage

Synaptics

Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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