PlatformsJan 29 2025

P1 launches ‘all-in-one’ adviser portal

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P1 launches ‘all-in-one’ adviser portal
© cottonbro studio/PexelsThe P1 Wealth Pilot was created to tackle the “massive problem” of siloed data sitting across multiple adviser systems

P1 Investment Services has launched a “game changing” all-in-one client-adviser portal.

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