Harry Webster’s Post

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Marketing @ P1 | helping advisers grow their business

With a face for radio and a voice most people struggle to hear... here's me video showcasing the P1 Platform's newest feature launch...Investment Proposal Generator. In the true spirit of a blockbuster trailer, and to save you enduring the feature-length video below, here are the highlights: - Generate bespoke reports in seconds, taking your client's data and live DFM and portfolio information. - Using client preferences (Risk Category/Ethical requirements etc) refine available DFM portfolios for you to model. - Show your clients how their investments would actually look, not just a flat standard factsheet. - Forecast how the investment could look over a set time period, which you can adjust. This tool can be used for suitability report writing to onboarding clients; it's all about easily increasing buy-in from your clients and letting them understand how their future investment will look for them. P1 Investment Services #Investmentplatform #innovation #advicenotadmin #financialadvice

Seán Standerwick

Business owner | Chartered Financial Planner

4mo

Good on you, posting videos is not easy, i have just scheduled one of me and found it cringe lol. You though are looking like a pro here!

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David Ferguson

CEO @ Seccl (B Corp certified) - technology that helps more people to invest - and invest well

4mo

Looks great Harry Webster

Aswin Govindan

Data Engineer @P1 Investment services | Databricks & AWS Certified Solutions Architect | Azure | Metabase | SQL | PySpark | Fintech|GenAI

4mo

I agree Harry Webster

Cathy Walter

Assistant Director, Education, Innovation and Learning

4mo
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