Exeter, UK, 15/04/2026 - P1 Investment Services (P1) providers of the market-leading P1 Platform, has today announced the rollout of its newly enhanced professional user interface.

The update marks a significant step forward in P1’s mission to give advice firms a faster, smarter and more intuitive platform that supports operational efficiency, regulatory requirements and, most importantly, better client outcomes. 

This latest evolution underscores P1’s commitment to combining advanced, innovative technology with intuitive design, making it easier for clients to view and assess their investment portfolios, while enabling advisers to focus on delivering high-value advice and less on administration. 

The redesigned P1 Platform has been built around the day-to-day realities of an advisory practice. For support teams managing multiple clients and actions, for advisers assessing ongoing suitability, and for compliance teams needing clear audit trails and relevant management information, the new interface delivers intuitive workflows, deeper insights, and better client engagement. With increasing regulatory focus on data quality and Consumer Duty obligations, having a platform that reduces friction and surfaces the right information at the right time is more important than ever.  

Key enhancements include:

• Smarter data visualisation: Interactive charts bringing portfolio data to life, enabling immediate and actionable insight.  

  
  

• Simplified navigation: A cleaner layout, enhanced global search, and quicker access to essential tools.  

  
  

• Advanced table filtering: Locate and analyse key data instantly with improved filtering capabilities.  

  
  

• Cleaner data views: Zero-value clients and accounts are hidden by default, reducing noise and improving focus, while facilitating access to information in perpetuity. 

  
  

• Integrated Report Pilot: Direct access into P1’s Report Pilot tool for detailed MI reporting, performance reporting and client review pack generation.  

James Priday, CEO of P1 says:

“A brand re-fresh and new website last week, new platform user interface this week. Our fantastic team keeps delivering. 

Our focus has been on creating a seamless, intuitive experience that empowers advisers with the tools they need, while maintaining market-leading service levels and a market-leading price. By reducing complexity and administrative burden, we’re helping advisers spend more time where it matters most - supporting their clients.” 

“Going live today (15th April 2026), the new interface brings together all of the above enhancements alongside previously announced capabilities, including advisory bulk portfolio rebalances, enhanced client and account visualisation, in-depth performance reporting, and rapid review pack generation in a single unified design to make every interaction with the platform more productive for advisers and their teams.” 

Priday continues: “This most recent update to the user interface allows advisers to work smarter, not harder in the face of ongoing regulatory requirements. Legacy platforms are failing to acknowledge that user experience is essential to client engagement, and that their high ongoing costs and internal inefficiencies are all areas that advisers are increasingly assessing when choosing a platform for their clients. 

“The adviser market deserves better than platforms that are slow to innovate, opaque on costs, and a drain on staff time. So-called ‘oil tanker’ legacy providers simply cannot respond quickly enough to the pace at which the world is evolving. P1 is built differently, with the speed and agility necessary to survive and thrive in a world where AI is allowing those with the right skills to rapidly iterate, while exposing those that can’t keep pace. This release is further evidence of our commitment to continuously iterate alongside the intermediaries who rely on us.”