Calton selects Pilot as technology platform for new advice proposition

Financial planning and investment management firm Calton has selected Pilot as the core technology platform for its new advice proposition Evergreen.

Evergreen is led by Hayley Rabbets and aims to support self-employed financial planners.

It provides a structured route for self-employed financial planners, looking to combine their independence with the support, infrastructure, and operating model traditionally available within established firms.

Calton said Evergreen addressed growing industry pressure around adviser capacity, barriers to entry, and a lack of scalable career pathways for talent entering the profession.

Pilot will underpin the proposition as the sole advisory technology platform, seeking to enable Evergreen advisers to run their businesses through a single connected system.

Through removing the need for multiple providers, Pilot’s appointment as the sole technology platform aims to reduce cost, eliminate duplication, and lower the operational burden on advisers.

“Evergreen is addressing a real structural issue in the market,” Pilot co-founder and CEO, Nick Ryan.

“There are talented advisers who want to build something of their own, but the path to doing that has become too difficult, too expensive, and too fragmented.

“Having built an advice firm myself, I know how much time and energy is lost to systems that do not properly connect. Pilot was built to remove that friction. Evergreen is creating a model where that simplicity becomes a foundation, not an aspiration.”

Rabbets added: “There is a clear gap in the market between being employed and building a firm from scratch. For many advisers, neither option works.

“Evergreen is designed to give advisers a viable third path. One that provides the support, structure and community they need, without taking away their independence.

“Technology was a critical decision. We needed a platform that allows advisers to run their entire business in one place, without the cost and complexity that typically comes with that.

“Pilot gives us that foundation and allows us to focus on what matters, which is delivering good advice and building sustainable businesses.”

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