Phynai is your tailored client management solution for International Financial Advisory business. 

Make informed decisions anytime, anywhere with Phynai, brought to you by Misthos.

  • Monitoring

    Consolidated Portfolio view, with wealth, savings and pensions goal tracking.

  • Trade

    Integrated Buy and Sell transaction processing from within the App with electronic signatures.

  • Portability

    App based user interface for Advisers and Clients, with admin Desktop portal.

  • Communication

    Integrated messaging system to facilitate and record communication between Advisers and Clients.

  • Risk Profile

    Complete, record and review your Oxford Risk profile.

  • Documents

    Access to store you Portfolio documents, trade instructions, succession planning records and risk profiles, all in one place.

Streamlining everyday tasks and empowering advisors with data-driven decisions, Phynai consolidates financial status, risk appetite, and AI reporting. Connect with tailored advice and strategies, whether planning for retirement, placing a trade, or navigating investments, Phynai positions you to make informed decisions, wherever you are.

Experience service efficiency through the power of intelligent connections 

We have combined cutting-edge technology with deep financial expertise to create a personalised App-based Advisory solution that caters to the unique needs of International Financial Advisers and their Clients.

  • Service efficiency
  • In the palm of your hand
  • Integrated trading

Demonstration video coming soon...

Phynai has a vision to revolutionize financial planning for the digital age, delivering Advisory services and client relationship management effectively, in an accessible and portable interface. 

  • Document safe store
  • Integrated electronic signatures
  • Pensions goal tracking
Cameron Hanwell - Senior Buisness Development

"I've really enjoy using the app, it has helped me with my everyday tasks and levitated a lot of time to focus on client relationships"

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Phynai is your tailored client management solution for International Financial Advisory businesses.
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