Phoenix invites institutional and personal members to join its membership system. Based on the roles institutional members play in the wealth management eco-system, the membership includes 3 different types:
1. Wealth advisors: Wealth advisors such as family offices can design and share their product mandates.
2. Asset managers: Asset managers can implement the product ideas and display their existing products.
3. Wealth managers: Wealth managers can distribute products on the platform and provide feedbacks.
2. Asset managers: Asset managers can implement the product ideas and display their existing products.
3. Wealth managers: Wealth managers can distribute products on the platform and provide feedbacks.
Products once implemented by the asset managers can be shared with designated members on the platform to improve distribution. All members have right to use the tool sets, reports and take advantage of the efficient product life cycle management functions on Phoenix.
