Thanks for subscribing to our newsletter.
Simplifying your
day-to-day life
It’s time-consuming to find the right funds for a portfolio. Physis built tools specifically to ease the complex lives of financial advisors. Screen funds to align values, assess performance, and instantly report on portfolios with one easy to use platform.
Fund ScreeningScreen down a universe of funds based on any sustainable and financial criteria.
Screen down a universe of funds based on any sustainable and financial criteria.
Dive deep into the sustainable impact of any company or fund in seconds.
Enhance your client dialogue with bespoke reports for any portfolio.
Fund screening
Filter through over 335,000 funds to match your specific investment criteria. Our fund screener is customizable to include any metrics important to you, such as environmental sustainability, controversial activities, funds classified as sustainable, and more. For our EU-based advisors, align your clients’ sustainable investment demand with the new MiFID assessment using Phisis’ SFDR and Taxonomy data.
Security lookup
Save time researching your securities, simply input your portfolio then instantly receive a granular analysis. With our security lookup tool you can ensure that your portfolio aligns with your clients values.
Portfolio reporting
Instantly generate a personalized portfolio report specific to you and your clients’ needs. The dynamic web report provides a sharable link allowing users to interact with the sustainability metrics of their portfolio. Our PDF reports are customizable and comprehensive, summarizing the 360° sustainable performance of a portfolio.
