Financial advisers are increasingly looking for technology solutions that streamline client servicing and P1 Investment Services has launched Wealth Pilot to tackle data fragmentation, according to its CEO James Priday.
Speaking to Professional Adviser, Priday said the "all-in-one" client-adviser portal was designed to integrate into advisers' existing Microsoft 365 environments. He argued that one of the biggest challenges in financial advice today is data fragmentation. Many advisers rely on multiple third-party software providers, resulting in a lack of a single source of truth for client data. "Advisers often don't fully control their data. It sits across various platforms and isn't always utilised effectively," Priday said. "Wealth Pilot is designed to fix that. It eliminates integration issues ...
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