P1 Investment Services, which runs the P1 Platform, has announced the rollout of its newly upgraded professional user interface, as part of an aim to give advice firms a faster, smarter and more intuitive platform that supports operational efficiency, regulatory requirements and better client outcomes.
P1 said the enhancements will make it easier for clients to view and assess their investment portfolios, while enabling advisers to focus on delivering high-value advice and less on administration by delivering “intuitive workflows, deeper insights, and better client engagement”.
Key enhancements include:
· Smarter data visualisation: Interactive charts bringing portfolio data to life, enabling immediate and actionable insight.
· Simplified navigation: A cleaner layout, enhanced global search, and quicker access to essential tools.
· Advanced table filtering: Locate and analyse key data instantly with improved filtering capabilities.
· Cleaner data views: Zero-value clients and accounts are hidden by default, reducing noise and improving focus, while facilitating access to information in perpetuity.
· Integrated Report Pilot: Direct access into P1’s Report Pilot tool for detailed MI reporting, performance reporting and client review pack generation.
James Priday, CEO of P1, said the brand refreshed and launched a new website last week, followed by the new platform user interface this week.
“Our focus has been on creating a seamless, intuitive experience that empowers advisers with the tools they need, while maintaining market-leading service levels and a market-leading price,” he said.
“By reducing complexity and administrative burden, we’re helping advisers spend more time where it matters most – supporting their clients.
“The new interface brings together all of the above enhancements alongside previously announced capabilities, including advisory bulk portfolio rebalances, enhanced client and account visualisation, in-depth performance reporting, and rapid review pack generation in a single unified design to make every interaction with the platform more productive for advisers and their teams.”
