P1 Platform review
A UK adviser platform for model portfolios, bulk rebalancing and client reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
P1 Platform pros and cons
- 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.
P1 Platform fact sheet, pricing and score →
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