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P2 Portfolio Planner

Shouldn't portfolio planning tools make your job easier?

P2 can do just that. You can recommend portfolios from the entire UK life, pension and investment fund universe, analyse existing assets and more - all in one simple, secure environment.

Latest News

Improvements to P2: As part of our commitment to continually improve our service, we have made changes to P2. Find out more in our Guide to Changes (pdf 580kb)This symbol denotes that the link will open in a new window.

Our Awards

eee

P2 awarded 'eee' again:

For the third year in a row our P2 portfolio planner has been awarded the top e-Excellence rating of 'eee' by the Financial Technology Research centre (FTRC).

The Financial Services Forum

Another success for P2:

In 2006 P2 won the Financial Services Forum Award for 'Most Effective New Product, Service or Innovation'. This further endorsed P2 as one of the best portfolio planners in the market place.

Guides to download

Please note - to view or print PDFs you will need Adobe Acrobat Reader installed on your PC. Acrobat Reader software is free of charge and can be downloaded from hereThis symbol denotes that the link will open in a new window.

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