As advice professionals, we wanted one package that did it all - enquiry, research, recommendation, fact finding, cash flow, fund comparison, practice management. Everything.
So, we built Pilot - simple, end-to-end, efficient. And at a cost you won't beat. It's the only advice tech you'll ever need.
It works by getting out of your way - you choose the direction, then just let Pilot steer.
The whole advice journey, consolidated. It's all you'll need. Simple.
Built specifically with objectives and responses in mind. Simple.
Everything you'll need to know about your clients - consolidated. Simple.
Research, decision-making, monitoring - streamlined. Simple.
Suitability, cash-flow, risk, and more - pre-populated, no re-keying. Simple.
Let AI do the all of the work that you don't want to do. Simple.
Data protection, financial reconcilliation and analysis made easy. Simple.
Click here to explore the full range of focused, connected, efficient and simple features.
We - as advice professionals - were also frustrated by legacy software: expensive, inefficient, disconnected and poorly integrated.
So - as pilot - we set out to create a back-office journey that was, simply, better. Discover a UX that was born from advice experience.
The professional revolution means time well spent.
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And this is just the beginning - we're constantly engaging and collaborating with advice professionals to bring you even more functionality.
