PILOT - a unified platform for integrated and auditable end-to-end financial planning that seamlessly integrates intelligence to support compliance with best practices and regulations

**PILOT - a unified platform for integrated and auditable end-to-end financial planning that seamlessly integrates intelligence to support compliance with best practices and regulations**

In this 15-month project, Pilot Financial Systems (PFS; lead), will develop 'PILOT', a unified financial planning platform that integrates intelligence, through a virtual assistant powered by proprietary algorithms and logic models, to support compliance with best practices and regulatory requirements.

Founded by IFA professionals with over 30-years' experience, PFS will be joined by a pioneering consortium of multidisciplinary specialists from the UK financial planning sector, including compliance experts Practical Financial Exams, and Verve Foundation, a not-for-profit that leads change in the industry and that provides access to a pool of advisors for beta testing and focus sessions.