The P1 App vs Firenze

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!

Firenze is a Lombard Lending solution for wealth managers and their clients to access a revolving line of credit against their existing investment portfolio. The app is used as a communication tool to apply for the credit and verify with their wealth manager the value of the portfolio. Clients are able to go through the credit application process end-to-end, including ID verification and KYC/AML processes, and receive a decision on their credit line quickly. All information shared through the app is encrypted and secure. Clients may be required to identify themselves and provide documentation to Firenze to complete the credit application process. This could include being asked to scan an identity document, undertake a facial recognition check and provide evidence relating to their investment portfolio. All communication in regard to the credit application and ongoing updates are sent to the client via the app.