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 - 一个用于集成且可审计的端到端财务规划的统一平台，可无缝集成情报以支持遵守最佳实践和法规

• 批准号: 10097590
• 金额: $ 59.35万
• 依托单位: PILOT FINANCIAL SYSTEMS LIMITED
• 依托单位国家: 英国
• 项目类别: Collaborative R&D
• 财政年份: 2024
• 资助国家: 英国
• 起止时间: 2024 至 无数据
• 项目状态: 未结题
• 来源: https://gtr.ukri.org/projects?ref=10097590
• 关键词: PILOT; unified; platform; integrated; auditable

**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.

**PILOT -一个用于集成和可审计的端到端财务规划的统一平台，可无缝集成智能，以支持遵守最佳实践和法规 ** 在这个为期15个月的项目中，Pilot Financial Systems（PFS; Lead），将开发“PILOT”，这是一个统一的财务规划平台，通过由专有算法和逻辑模型驱动的虚拟助手，PFS由拥有30多年经验的IFA专业人士创立，将由来自英国财务规划部门的多学科专家组成的先驱财团加入，其中包括合规专家Practical Financial Exams和Verve Foundation，一个非营利组织，引领行业变革，并为beta测试和焦点会议提供顾问池。