P1 Platform
The facts below are what the maker publishes about P1 Platform, checked and dated. Our editors have not written about it yet.
Plans and prices
From P1 Platform's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Platform fee | £0.15 a year | ISA, JISA, Trusts and P1 Pension (Accumulation) product fee £0 · P1 Pension (Drawdown) £5 + VAT per month · third-party product provider charges may apply · 0.15% of platform assets, capped at £1,500 |
The facts
Each one read from P1 Platform's own pages, with the date it was checked.
What it does
- Accounts
- Available wrappers include GIAs, ISAs, JISAs, accumulation and drawdown pensions, and third-party products such as SIPPs, SSASs and offshore bonds.checked 11 Oct 2026
- Allocation analysis
- Yeschecked 24 Sep 2026
- Asset class coverage
- multi_assetchecked 24 Sep 2026
- Client access
- The platform includes a client portal and mobile app access, with clients able to view their portfolios around the clock.checked 11 Oct 2026
- Integrations
- The platform offers back-office integration and an open API for connecting with providers and other technology.checked 11 Oct 2026
- Investments
- The features page states that 3,450 fund options were available as of March 2026.checked 11 Oct 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Portfolio tools
- Invest Pilot lets discretionary fund managers manage portfolios in the platform, while flexible pots support different investment strategies under one wrapper.checked 11 Oct 2026
- Purpose
- P1 Platform is an investment platform for UK financial advisers, designed to reduce paperwork through digital onboarding and administration.checked 11 Oct 2026
- Regulation
- P1 Investment Services Limited, the trading name holder for P1 Platform, is authorised and regulated by the Financial Conduct Authority under registration number 752005.checked 11 Oct 2026
- Reporting
- Report Pilot provides 23 customisable reports covering portfolios and client information.checked 11 Oct 2026
- Security
- The maker says the platform uses multi-factor authentication.checked 11 Oct 2026
- Support
- The listed platform fee includes UK-based support, and the maker describes access to real people who understand adviser businesses.checked 11 Oct 2026
- Tax-lot tracking
- Yeschecked 24 Sep 2026
- Transfers
- A Transfer Workbench tracks the progress of transfers, and the platform describes digital processing and instant payment visibility.checked 11 Oct 2026
- Who it serves
- The maker describes P1 Platform as built for financial advisers and growing firms.checked 11 Oct 2026
Money
- Free plan
- Nochecked 24 Sep 2026
Alternatives to P1 Platform
- 1
rotki
Free planOpen sourceWebAPILinuxmacOS8.8From €25 a month - 2
Stock Rover
Free planAndroidiOSWebWindows8.7From $24 a month - 3
Sharesight
Free planAndroidiOSWebAPI8.6From $7 a month - 4
Snowball Analytics
Free planAndroidiOSWeb8.6From $79.99 a year - 5
Finary
Free planAndroidiOSWebAPI8.5From €44.99 a year - 6
FundCount
AndroidiOSWebAPI8.3From $4,000 a year