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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Rishi Sunak returns to Goldman Sachs as senior adviser

Rishi Sunak returns to Goldman Sachs as senior adviser

Joined as an analyst in 2001

Linus Uhlig
clock 08 July 2025 • 1 min read
Client support: How financial and emotional resilience differ

Client support: How financial and emotional resilience differ

'Financial resilience appears to be decoupled from emotional resilience'

Louis Williams
clock 08 July 2025 • 4 min read
Parmenion's Dalgliesh: Adviser-led investing must stay disciplined and diversified

Parmenion's Dalgliesh: Adviser-led investing must stay disciplined and diversified

CIO Peter Dalgliesh explains how Parmenion’s risk-first, outcomes-based approach is benefitting advisers

Sahar Nazir
clock 08 July 2025 • 2 min read