Two financial advisers, Nicholas Ryan and David Mills, have launched their own back-office technology firm Pilot.
Launched this month, the UK-built practice management software firm is intended to "transform how financial planners and advisers engage with clients by streamlining onboarding, reducing admin, and improving transparency across the advice process". Pilot was built to simplify the fact-find process, reduce paperwork, sort out the necessary research and suitability requirements for IFAs, and allows advisers to focus on "delivering value rather than chasing admin". It has been three years in development and is fully independent, supported by enterprise investment scheme and seed enterpri...
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