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.
Pilot is pleased to announce 'The 100', a specially
targeted fixed-term introductory pricing scheme for our first 100
early-adopters.
Get in touch, try out what one adviser has already called
"the Holy Grail" of advice tech, and if you're one of our first 100 users,
you'll get a phenomenal price locked in for a year.
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.
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.
