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.

**飞行员 - 一个统一的综合端到端财务计划平台，无缝地集成情报，以支持与最佳实践和法规的遵守情况** **在这个15个月的项目中，飞行员财务系统（PFS; lead）将开发“ Pilot”，将开发“ PILOT”，“ PILOT”，统一的统一财务计划平台，通过预先支持智能的智能，并由智力统一，并符合良好的模型，并符合逻辑，并将其构建为逻辑，并构成逻辑，并符合逻辑，并将 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.