P1 builds out platform to enhance report writing for advisers

The tool should allow advisers to create bespoke, comprehensive documents tailored to each client as a pre-advice document or to be included within a suitability report. It can also be used to identify an appropriate portfolio for a particular client by narrowing down the model portfolios available. Users can filter options for clients by selecting certain requirements, including risk level, objective and ethical or sustainable preferences. By pulling data from discretionary fund managers (DFMs) operating model portfolios on the P1 Platform, the tool generates an investment proposal t...