WealthPhi is a wealth management tool for all your needs in a single app
wealthphi
What is it about?
WealthPhi is a wealth management tool for all your needs in a single app. You can see your investments, profit/loss statements and transactions with your respective financial advisor in a single place. It monitors your investment goals and generates insights that helps you to make informed decisions. Your advisor will be kept informed at the same time so he can make timely recommendations. Avoid any manual record-keeping or reminders as this is all encompassing.
App Screenshots
App Store Description
WealthPhi is a wealth management tool for all your needs in a single app. You can see your investments, profit/loss statements and transactions with your respective financial advisor in a single place. It monitors your investment goals and generates insights that helps you to make informed decisions. Your advisor will be kept informed at the same time so he can make timely recommendations. Avoid any manual record-keeping or reminders as this is all encompassing.
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