P1 Platform hones in on adviser admin woes with tool offering

The adviser platform’s ‘Report Pilot’ will allow firms to focus on advice

Sahar Nazir
clock • 1 min read

P1 Platform is launching a new tool aimed at improving administration processes for advisers.

The adviser platform said one of the main challenges that advisers face is the process of preparing individual annual client reviews, which can take 30 minutes for simpler accounts to two hours for more complex portfolios.  The launch of Report Pilot is expected to allow advisers access to a reporting feature that means they can compile investment and pension reviews, along with client and product review reports. Each report is broken down into simplified sections, covering regulatory disclosure requirements and projections over any time period specified by the adviser. They also feat...

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