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Dear ADVISOR, you'll love OpenPHInance because:

First of all,
it's focused

on you and your clients.

CENTRAL ROLE

You can manage each activity  
easily
and quickly.

EFFICIENCY

You will find
this model
more rewarding than
the average.

PROFITABILITY

WHY

Because you and your clients are at the core of the process.

HOW

Open your managed account and fully advice on it.
You can increase your customer base and manage their wealth in an efficient way.

WHAT

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It’s a hybrid model that aims to disrupt the current distribution system. You’ll benefit from digitalisation, and your role will always be fundamental when it comes to managing investors behavior.

Register as an Advisor, open your managed account, and...

Exclusive advantages for you!

"The relationship with Diaman Partners is the key to make a change in your professional life."

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  • The Advisor signs an Advisory agreement with DIAMAN Partners setting advisory and performance fees.

  • Diaman Partners becomes, effectively, client of the Advisor.

  • The Advisor determins the risk profile and the investment limits of the managed account.

Diaman is by your side.

You have an institutional partner that represents a guarantee of trustworthiness, efficiency and accuracy.

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Use your digital platform to run all the activities independently and acquire new customers. A new model, one step ahead.

CONCRETE ADVANTAGES

ADVISORS

  • The relationship with customers is essential.

  • Maintaining their indipendence.

  • Increasing your customer base.

CUSTOMERS

  • The digital platform simplify the relationship.

  • Buying any financial instrument.

  • Drawing upon a variety of Advisors.

MORE EFFICIENCY = MORE BUSINESS

ADVISORS

  • Buying and selling in one click.

  • .Dealing with an institutional partner.

  • Compliance duties performed by Diaman Partners.

CUSTOMERS

  • Customer's contribution unneeded to operate.

  • Benefiting from rapidity of execution.

  • Easy and fast onboarding process.

GREAT PROFITABILITY

ADVISORS

  • Getting Advisory and Performance fees.

  • Having a financial intermediary as a client.

  • Having the chance to select alternative funds.

CUSTOMERS

  • Lower fees compared to traditional distribution.

  • Benefiting from institutional funds classes.

  • Benefiting from a greater diversification.

ADVISORS & CUSTOMERS ARE THE CORE

Enhance your professional practice, join 

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