P1 Investment Services (P1) has rolled out multiple platform enhancements, including a fresh interface, for the financial advice space.
The platform said the update marks a "significant step" forward in P1's mission to give IFAs, paraplanners and financial intermediaries a "faster, smarter and more intuitive platform that supports both regulatory requirements and better client outcomes". The enhancements unveiled by the platform today (15 April) include: • Smarter data visualisation, including interactive charts bringing portfolio data to life, enabling immediate and actionable insight. • Simplified navigation, with cleaner layout, enhanced global search, and quicker access to essential tools. • Advanced t...
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