P1 Platform expands its range of services. Source: P1 Platform

For financial advisers and investment managers employing the P1 Platform, P1 Investment Services has introduced the Investment Proposal Generator.

The tool is a component of P1 Platform’s continuous effort to use technology to improve the relationship between advisers and clients and streamline the advice process.

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Furthermore, the Investment Proposal Generator enables advisers to quickly develop personalised pre-advice documents or incorporate them into suitability reports.

It is also possible to reduce the number of model portfolios available and find the right portfolio for a certain client. Users can choose criteria, such as risk tolerance, goal, and ethical or sustainable choices, to filter possibilities for clients.

In addition, through the process of extracting data from the running model portfolios of Discretionary Fund Managers (DFMs) on the P1 Platform, the tool produces an elaborate investment proposal that illustrates the potential structure of an investor’s investment.

This covers top holdings, sector allocation, and asset allocation.

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Moreover, it also offers an estimate of possible returns, a breakdown of related costs, information on the DFM, and the goal of the chosen portfolio, including any components related to ethics and sustainability.

The key aspects of the Investment Proposal Generator are:

  • Customised: Designed to meet unique client demands, including risk level, investment amount, and real-time data from DFMs;
  • Portfolio Visualisation: Displays asset allocation, sector allocation, top holdings, performance, and portfolio breakdown to provide a comprehensive overview of the proposed portfolio, and
  • Regulatory disclosures and costs: Provides clients with insights into prospective returns and costs, promoting transparency and informed decision-making.

James Priday, CEO of P1 Investment Services, said: “The norm for our industry is for advisers to include portfolio factsheets they’ve downloaded from a provider’s website within reports or compile portfolio information themselves. Our new tool offers a significant step forward.

“The Investment Proposal Generator allows advisers to present a personalised investment strategy generated in less than a minute, making it easier for clients to understand the investment manager and the portfolio being recommended. This not only enhances client engagement but also significantly improves adviser efficiency.

“Uniquely, even though the tool is available through the P1 Platform, it is platform agnostic and can be used with any DFM portfolios available on the P1 Platform, as long as the investment manager has provided the information required.”