EN
IT

Simplifying your
day-to-day life

It’s extremely time-consuming to find the right funds for a portfolio, but Physis is here to help. Our platform features tools specifically designed to help ease the complex lives of a financial advisors. Screen funds, check sustainable performance, and report on portfolios with one easy to use platform.

Approach
Fund Screening

Screen down a universe of funds based on any sustainable and financial criteria.

Security Lookup

Dive deep into the sustainable impact of any company or fund in seconds.

Portfolio Reporting

Enhance your client dialogue on any portfolio, anytime with just the click of a button.

Fund Screening

Filter through over 355,000 funds to match your desired level of sustainable performance. Our fund screener is customizable to include any metrics important to you, such as environmental sustainability, controversial activities, classified sustainable fund or not, and more. For our EU-based advisors, align your clients’ sustainable investment demand with the new MiFID assessment using Phisis’ SFDR and Taxonomy data.

Approach
Security Lookup

Security Lookup

Input the ticker or ISIN of any portfolio to instantly receive a transparent and granular analysis of the portfolio’s impact on the planet. Our lookup tool is made to save you time and effort when you are assessing a fund.

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.

Portfolio

Find a plan that fits your needs

Yearly
You save UP TO $300!
Quarterly
Starter
$ 300 per Year per Quarter

Starter Package includes:

Fund Lookup:
  • Sustainability score
  • ESG Scores
  • Impact Score
  • Sustainable Products Score
  • Sustainable Score Distribution
  • Controversy Summary
Professional
$ 2,400 per Year per Quarter

Pro Package includes:

Portfolio hub:
  • Portfolio hub
  • PDF Report
Fund Lookup:
  • Portfolio with multiple fund
  • Benchmark Analysis
  • SDGS Allocation
  • Sustainability score
  • ESG Scores
  • ESG Analysis
  • Impact Score
  • Sustainable Products Score
  • Sustainable Score Distribution
  • Top 5 controversy Analysis
  • Financial Data
Premium
$ 8,400 per Year per Quarter

Premium Package includes:

Portfolio hub:
  • Portfolio hub
  • PDF Report
Fund Lookup:
  • Portfolio with multiple fund
  • Benchmark Analysis
  • Sustainability score
  • ESG Scores
  • ESG Analysis
  • Impact Score
  • Impact Performance
  • Sustainable Products Score
  • Sustainable Products category score
  • Sustainable Score Distribution
  • Financial Data
Asset Management Analysis:
  • Funds Quality Score
  • PDF Export
  • Overall Asset Management Firm Score
Enterprise

Enterprise Package includes:

Portfolio hub:
  • Portfolio hub
  • PDF Report
Lookup
Fund Lookup:
  • ESG Analysis
  • Impact Score
  • Sustainable Products
  • Controversies
  • Financial Data
  • Data CSV Export
  • PAI and Taxonomy (SFDR)
Company Lookup:
  • ESG Analysis
  • Impact Data
  • Sustainable Products
  • Controversies
  • PDF Export
Screening:
  • Funds
  • Companies
  • Countries
Portfolio Matching:
Asset Management Analysis:
  • Funds Quality Score
  • PDF Export
  • Overall Asset Management Firm Score
Customization:
  • API
  • CRM FTP Automatization
  • CRM
  • Research
  • PDF and URL Report
  • Platform Design
  • Financial Data
  • Sustainable Score
  • Tools

WITH THE SUPPORT OF