P1 Platform

5.3easy start · #80of 81
in Portfolio Management Software

Free to practise onno
Well documentedno
Runs where you workno

Runs on Android, api, iOS, Web. Paid plans from £0.01/mo.

P1 Platform is ranked #80 of 81 in portfolio management software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan. Paid plans start at £0.01/mo.

P1 Platform plans and pricing

All plans

Platform fee £0.15/yr 0.15% of platform assets, capped at £1,500 ISA, JISA, Trusts and P1 Pension (Accumulation) product fee £0 · P1 Pension (Drawdown) £5 + VAT per month · third-party product provider charges may apply platform.p1investmentservices.co.uk · 11 Oct 2026

Compared on portfolio management software

Free plan: No
Asset class coverage: multi_asset
Performance reporting: Yes
Allocation analysis: Yes
Tax-lot tracking: Yes

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The record

Purpose: P1 Platform is an investment platform for UK financial advisers, designed to reduce paperwork through digital onboarding and administration.
Accounts: Available wrappers include GIAs, ISAs, JISAs, accumulation and drawdown pensions, and third-party products such as SIPPs, SSASs and offshore bonds.
Investments: The features page states that 3,450 fund options were available as of March 2026.
Reporting: Report Pilot provides 23 customisable reports covering portfolios and client information.
Portfolio tools: Invest Pilot lets discretionary fund managers manage portfolios in the platform, while flexible pots support different investment strategies under one wrapper.
Transfers: A Transfer Workbench tracks the progress of transfers, and the platform describes digital processing and instant payment visibility.
Integrations: The platform offers back-office integration and an open API for connecting with providers and other technology.
Client access: The platform includes a client portal and mobile app access, with clients able to view their portfolios around the clock.
Security: The maker says the platform uses multi-factor authentication.
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.
Support: The listed platform fee includes UK-based support, and the maker describes access to real people who understand adviser businesses.
Who it serves: The maker describes P1 Platform as built for financial advisers and growing firms.
Price from: £0.01/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#80 of 81

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Sources

platform.p1investmentservices.co.uk· checked 11 Oct 2026
platform.p1investmentservices.co.uk/features· checked 11 Oct 2026
platform.p1investmentservices.co.uk/pricing· checked 11 Oct 2026