PROGRESS: Jan 2025

It has been a while, but we've been busy!?

Two big things have happened since our last email: we launched Wealth Pilot, and our DFM services are now Defaqto-rated.

Before we jump into them, consider these simple questions: who owns your client data, and how many different software providers is it stored with? This month we've launched Wealth Pilot, an all-in-one adviser tool as part of the P1 Platform. But its real power lies in how it resides in your Microsoft 365 tenacy.

Read on to discover why we think this is the future for adviser practises.

January 2025 Updates:

Platform:

• Wealth Pilot launched - all-in-one advice portal within your Microsoft 365 tenancy
• Invest Pilot updated - including new reports
• New Growth Focused Webinar Series - First session on Smart Borrowing (portfolio borrowing) with Firenze on February 25th at 11:00 AM

Investment Management:

• Defaqto Rated - Gold, 5 star and 5 Diamond rating for P1 DFM Service and Asset Trackers?
• We're now live on LV= Platform

With such a major launch for Wealth Pilot, we're keeping the feature highlight simple this week, we don’t want to overwhelm you.

Have a good week,?

P1 Investment Services

UPDATES:

??: Launch of Wealth Pilot

Wealth Pilot is a unique all-in-one client-adviser portal that resides in your Microsoft 365 environment (apologies to those who use Google). Understanding the true power of Wealth Pilot takes more than a quick product email, but the headlines are:

• All-in-one adviser toolkit in one place: it includes backoffice management, client portal, digital fact find, risk tool, cashflow, report writing, and document storage all integrated with the P1 Platform (it can also be used standalone).?
• You own and control the data - Wealth Pilot is deployed within your Microsoft tenancy, making you the owner of this single source of truth for client data. It's your data to control - no gatekeeping, or hidden charging to move or integrate with it.
• Seamless Microsoft Integration - Residing in your Microsoft 365 tenancy lets you leverage the data Wealth Pilot creates within your everyday Microsoft apps like Outlook, Teams, and Word.
• Unlock efficiency & AI Capabilities - owning your data enables to then use Microsoft's Copilot Agents, AI agents built by you to meet your needs. Want an agent to help your staff research a client? Done. Another for clientsto check their financial plans? Easy.?

A lot to unpack! You can read about it here and check out some press coverage [P1's CEO talking to Professional Adviser on the power of building it in Microsoft]. If you'd like to see the tool in action or learn more about the power of it, get in touch.?

??: Invest Pilot Update

We've introduced updates to make it easier to view real-time information relating to your investment models, giving you greater control. New reports include:

• AUM - Breakdown of your AUM by product or wrapper
• Charges - Detailed view of of charges DFM charges within a selected date range.
• Clients & Accounts -?Total number of clients and individual accounts linked to models by products and wrappers.
• Firms - Breakdown of your?your AUM bu firm
• Models - AUM breakdown by model and account.

Draft & Clone Functionality:?

• Draft Mode – Move new or existing models to draft status, allowing you to review changes before submission.
• Revert Changes – Discard edits to restore the original model.
• Clone Models – Easily create a copy of an existing model to edit.?

These updates enhance flexibility and control over your investment models. Let us know if you have any questions!

??: 2025 Webinar Series: Helping Advisers Grow?|

25th Feb 11:00 - 1hr free CPD

For 2025, P1 has planned a series of webinars featuring industry experts, all designed to help advisers grow their businesses.

The core themes? Time and Money. We want to help you create more time by improving efficiencies—allowing you to focus on delivering advice and expanding your business. Then, we’ll explore actions around money - how to increase the value of your business, enhance client value, and grow your clients’ wealth.

We’re kicking off the series with a webinar on Smart Borrowing – Lombard Loans (Portfolio Borrowing) with David Newman at Firenze . Once exclusive to UHNW clients, technology has now truly democratised access to these lending solutions.?

Key Learning Outcomes:

• Lombard loans (Portfolio Borrowing) - what are they and how they work.
• How to access liquidity while retaining control of a portfolio - and what that means for advisers.
• Who can benefit - from entrepreneurial clients (or advisers) looking to expand their business to families helping the next generation step onto the property ladder.

Join us on February 25th for one hour of CPD and start growing. Register here.

UPDATES:

??P1 DFM services are now Defaqto rated

We've recently completed the Defaqto rating process, and we're proud to announce that our services have received Gold, Diamond, and 5-Star ratings. Here’s what each rating represents:

• DFM Service Rating – Gold: Recognises P1 as a leading DFM in the industry, highlighting our exceptional investment management services.
• MPS Rating – 5 Star: Acknowledges the strong performance of our MPS across different investment platforms.
• Asset Tracker Range – 5 Diamond: Reflects our portfolios' outstanding performance compared to peers, with the 5 Diamond rating signifying that this service is among the best on the market.

Learn more about our rating achievements here. If you want to know more about the Asset Trackers contact Jonathan Richards .

??P1 Investment Management on Platform One

• Due to demand, P1 portfolios are now available on Platform One. We'll start with a limited number of portfolios but can expand this on request and are also able to launch our Mandated Model Portfolio Service on the platform as well. If you are a Platform One user and would like to learn about P1 Investment Management services, please contact Jonathan Richards .?

P1 Investment Management on LV=

• Our investment portfolios are now available on the recently launched LVE Platform. The LV= platform service is in partnershop with Embark. You can find out more about the launch here. If you would like to learn about P1 Investment Management services on LVE (or Embark) please contact Jonathan Richards .?