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P1 Platform

Paid#71 of 81 in Portfolio Management Software

P1 Platform: A UK adviser platform for model portfolios, bulk rebalancing and client reporting. Ranked #71 of 81 in Portfolio Management Software by our editors (3.0/10); pricing: Paid; best for advice firms managing model portfolios at scale.

3.0/10Editor score

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At a glance

Editor score
3.0 / 10
Pricing
Paid
Best for
Advice firms managing model portfolios at scale
Free plan
No
Asset class coverage
Multi_asset
Facts checked
24 Sep 2026

Where it wins
- Bulk rebalancing applies model portfolios across clients.
- Reports cover portfolio performance and asset allocation.
- Supports ISAs, pensions and offshore bonds.
Where it doesn't
- Pricing uses an asset-based fee, not a per-user software price.
- Account-related charges are separate from the platform fee.
- No named integrations or pricing amounts are provided here.

Our verdict on P1 Platform

P1 Platform is a UK investment platform for financial advisers and investment managers, with tools for client onboarding, portfolio management, reporting and review-pack generation. Its Invest Pilot tool is specified for investment managers and discretionary fund managers to create and rebalance model portfolios. The mix of model management and client-facing reporting makes it a fit for advice firms that need to manage portfolios across clients, rather than teams seeking a general-purpose portfolio tracker.

Model workflows are a central strength: Invest Pilot supports model portfolio creation and bulk rebalancing across clients. The platform also provides performance and asset allocation reporting, configurable portfolio and management reports, and client review-pack generation. Multiple account wrappers include ISAs, pensions and offshore bonds, while portfolio pots support separate investment strategies. Advisers can access the platform on web, iOS and Android, and the product lists an open API and back-office integrations. Those capabilities make P1 relevant where portfolio operations and review materials need to sit within an adviser workflow; buyers should check whether its integrations fit their existing back-office setup.

According to the vendor's pricing information, the platform fee is asset-based, with separate account-related charges rather than a per-user software price. That structure may suit firms evaluating platform costs against assets, but buyers should clarify the applicable charges directly. Security features include multi-factor authentication, and phone support is listed. P1 is a stronger fit for advice businesses and investment managers focused on model portfolios, bulk rebalancing and client reporting. Firms seeking a clearly stated per-seat software subscription or a tool centered on unrelated portfolio workflows should compare alternatives.

Your product? Our editors can test P1 Platform in depth and publish a review, labelled as paid · from $149/mo →

P1 Platform pricing

Plans PaidPaid No free plan — trial or paid only. Prices checked 24 Sep 2026.

See plans on platform.p1investmentservices.co.uk

P1 Platform fact sheet

Free plan	No
Paid from	Not verified
Asset class coverage	Multi_asset
Performance reporting	Yes
Allocation analysis	Yes
Risk analysis	Not verified
Tax-lot tracking	Yes
Maximum portfolios	Not verified
Deployment	Cloud, Mobile
Platforms	Web, iOS, Android
Compliance & security	2FA
Support	Phone
Built for	Small business, Mid-market, Enterprise (editorial estimate)
Pricing	Paid (source)
Website	platform.p1investmentservices.co.uk
Facts checked	24 Sep 2026

Alternatives to P1 Platform

See all P1 Platform alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used P1 Platform for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

P1 Platform is listed in our Portfolio Management Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update