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P1 partners with Synaptic to provide risk profiling for DFM and investment platform

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P1 Investment Management, a new discretionary fund management proposition for advisory firms, has partnered with Synaptic Software to provide independent risk profiling of its nine model portfolios.

Synaptic Software, with its research tool Synaptic and the Moody’s Analytics risk framework, will provide risk profiling of P1’s nine model portfolios, covering both the tactical and strategic asset allocations that it uses.
 
This will allow financial advisory businesses who use the Synaptic risk questionnaire to more accurately select the most appropriate model portfolios for their clients. The risk profiling is an ongoing process and will be completed quarterly, in line with P1’s asset allocation meetings and portfolio changes.
 
Synaptic will also provide a strong marketing platform for P1, enabling it to communicate with a wide range of advisory firms.
 
P1’s original discretionary fund management (DFM) solution is owned by a select number of participating advisory firms, all able to contribute to strategic decision making to ensure the platform and investment management services develop in line with the needs of advisers and their clients.
 
In addition, a bespoke portfolio service is available for individual clients with minimum investable assets of GBP500,000, and P1 has made its core model portfolio range available through other platforms for any financial advisers to use.
 
James Priday, managing director, Prydis and P1 Investment Management, says: “We agree with Synaptic’s view that no one strategy is ‘good or bad’, but that what matters is the outcomes for the adviser’s clients and that they understand and agree with that strategy. We are impressed with the quality of Synaptic’s solution and we believe it is an ideal fit for P1 and our forward looking advisory businesses.”

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