Dear INVESTOR, you'll love OpenPHInance because:

It's digital
in management and human
in relationships.

HUMAN + DIGITAL

You can track your 
investments
in a totally trasparent way.

TRANSPARENT

The onboarding process is
very easy
and fast.

EASY + FAST

WHY

Because you can draw upon a large number of financial advisors.

HOW

You can compare, analyse, select the investment strategies that fit your needs.

WHAT

The platform is multi-custodian bank, multi-broker, multi-advisor.

Register as user, define your goals, sign the agreement, and...

Financial Planning Options

"Choose the best investment strategy based on your goals and risk appetite".

University Saving Account

Target Saving Account

Retirement Saving Account

Wealth Managed Account

FINANCIAL PRODUCTS

Your Asset Manager or Advisor can select among over 1800 funds, 800 ETFs and 40 Hedge Funds.

STRATEGIES

Some available strategies include directly investing in single stocks or bonds to improve the probability of beating the average returns with passive instruments.

MONITORING

Monitor your investments 24/7 online.

SMART FEES

Invest in a Managed Account, where funds and negotiation costs are typically reserved to institutional clients.

CONCRETE PLUS:

Joining OpenPHInance as an Investor has many advantages, including: 

EASY ONBOARDING

Quick and easy digital onboarding system, up and running in less than 10 minutes.

MULTIPLE ADVISORS

Select from a variety of professional Asset Managers or Financial Advisors, with the option to invest different portions of your funds with multiple Advisors.

MANY STRATEGIES

Benefit from many strategies all in the same platform.

OUR CUSTODIAN BANK

Rest assured with Swissquote, our Custodian bank reputed as one of the most solid banks in the world with a Tier 1 ratio over 27%.

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