Introducing our revolutionary new app, designed to help you manage your investments with minimal hassle. With Phynai you can view your portfolio’s performance, communicate with your financial advisor, and manage your risk profile with ease.
Phynai offers a user-friendly interface, making it easy for you to keep track of your investments and monitor your progress. You can view your portfolio’s performance over time, including current and historical returns, and compare it to targets that you can set in-platform.
Communication is key when it comes to managing your investments, and our app makes it easy to stay in touch with your financial advisor. You can message them directly through the platform and make holding specific requests, without needing to relay this elsewhere. You can also safely store documents to share with your advisor in platform as well, keeping everything in one place. Our app also offers notifications and alerts, so you’ll never miss an important message or update.
Managing your risk profile is crucial to investing success, and so our app offers powerful tools to help you do just that. By completing a simple questionnaire, you will be generated a custom risk profile that you can use to make investment decisions. Your financial advisor will also be able to view your portfolio and risk profile, allowing them to make effective recommendations and investment decisions on your behalf.
Whether you’re an experienced investor or just getting started, our app has everything you need to help you manage your investments with confidence.
Contact Phynai today to get set up let us help you take control of your financial future.