Pilot Financial Systems
HQ Address
Buckingham, Buckinghamshire, MK18 1HD, United Kingdom
Website Address
Business introduction
Advice tech, built by people like you
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: the professional revolution starts here
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.
Pilot Financial Systems Solutions
Pilot
Simple, end-to-end, efficient It works by getting out of your way - you choose the direction, then just let Pilot steer. Fully end-to-end The whole advice journey, consolidated. It's all you'll need. Fact finding Built specifically with objectives and responses in mind. CRM Everything you'll need to know about your clients - consolidated. Research Research, decision-making, monitoring - streamlined. Reporting Suitability,......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Investment Platforms & Tools
