Benefits of being an Investment Partner.
Launch & Grow Your Business
Get set up as a registered investment manager with full regulatory support, allowing you to bring your offering to market quickly. Build and scale your own investment proposition and client base, with value accruing directly to your business.
Regulatory Strength & Oversight
Operate with confidence under P1’s regulatory framework, including ongoing compliance support and approval of marketing materials. Our structure ensures you meet the highest standards while reducing administrative burden.
Platform & Distribution Access
Deliver your services through the P1 Platform and a wide network of third-party platforms. Reach clients directly or via financial advisers, supported by a fully digital, low-cost infrastructure for portfolio management, reporting, and client servicing.
Focus on Performance, Not Administration
Spend more time managing investments and building client relationships, while we handle the operational, regulatory, and administrative complexity behind the scenes.
Access to Invest Pilot
Build portfolios, perform bulk rebalancing, and access management information without logging into another platform. 3,450 securities at your fingertips, integrated with Report Pilot for instant investment proposals for your advisers.
Our investment partners.
We already work with a growing network of independent investment managers, each bringing specialist expertise and a distinct investment approach.
“As an investment manager who provides services to clients and financial advisers, adopting the P1 Platform has enabled us to significantly reduce the cost of taking-on and managing clients, mainly due to its digital client onboarding and reporting capabilities. The support from the P1 team has been great at every step.
