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P1 Platform launches customer app

To improve adviser’s relationships with clients

P1 App - 5 Screens

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The investment service P1 Platform has launched a customer app.

The app will give investors access to their platform account, providing insights on daily values and performances and a breakdown of their financial products such as pensions, ISAs and JISAs.

It will show clients how their investments are spread across classes, sectors, funds and geographies.

It will also provide a log of their account activities and transactions, alongside the option to receive push notifications when account changes are made.

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Chief executive of P1 James Priday said: “Our core belief is that technology should serve as a bridge between financial advisers and their clients, and this is another step towards that end. With the P1 Customer App, we’re offering clients a window into their wealth through the device they most use to access information, their mobile phones.

“By keeping clients abreast of their financial journey, advisers can cultivate richer, more meaningful interactions and discussions.

“Over the next year, we will be rapidly iterating and launching further functionality such as the ability for clients to action payments in and out, and to buy and sell investments through the app.”

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