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What is EATT?
EATT 2025 Battle of the Tech Demo – P1 Platform
Synopsis:
- Microsoft Integration – Seamlessly integrates with Outlook, Teams, Word, Excel, and Copilot.
- Data Interaction- Facilitates easier client interaction and data access without needing to upload documents or log into another system.
- Client & Adviser Interface – Provides a unified interface for clients and advisors, ensuring data consistency across both ends.
- Risk Profiles – Supports both investor-based and objective-based risk profiles, managed within the same environment.
- Document Management – Integrates with SharePoint for seamless document storage and sharing without duplicates.
- Cash Flow Projections – Offers linear cash flow projections, with the ability to toggle plans and add transactions.
- Compliance Dashboard – Includes a Power BI dashboard for compliance tracking and client data analysis.
- Suitability Reports – Generates suitability reports and other documents using data integrated with Word.
In their own words:
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Seamless client onboarding, financial planning tools, document sharing, advice and annual review delivery.
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Uniquely, this application sits within the advice firms own Microsoft environment, therefore data remains within their systems.
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Includes an adviser side application on Microsoft’s Power Platform and a web-based client portal.
Company Info
HQ: UK
Founded: 2016
Product Displayed: P1 Platform
Presenter: James Priday & Adam Prestwood
