The P1 App vs Posterity

Welcome to the P1 Platform app! Use the same login details you use when accessing the web-based platform portal. Overview: Quickly glance through your investment accounts including ISA, Junior ISA, Pension, General Investment Account, and third-party product accounts, all in one secure and user-friendly platform. Real-Time Updates: Stay up-to-date with the latest movements in your investments and account balances. Asset Allocation Breakdown: Understand how your investments are spread across different asset classes, sectors and geographies. Transaction History: View a detailed log of all your account activities and transactions, ensuring transparency and control. Bank-Level Security: We prioritise your privacy and security, implementing industry-leading encryption and security practices to protect your financial information. 24/7 Access: Manage and review your investments anytime, anywhere. Intuitive Design: Enjoy a seamless experience with our easy-to-navigate interface, designed with you in mind. Regulatory Statement: Your investments can fall or rise, and you may not get back everything you invested. Past performance is not a reliable indicator of future performance. Download the P1 Platform app today and take control of your financial future!

Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information. Key Features: Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again! Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review. Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized. Secure and Compliant: We prioritize the security and privacy of your client data. Collaborative Platform: Access meeting notes across team members. Create Reports: Create suitability reports with a couple of clicks. Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.