Comments on postPefin
Ryan Shook
@ryanshook · Creative Director
Looks interesting, can you still manage your own investments or do you have to transfer your assets into Pefin? Any invites for PH users?
Ramya Joseph
@ramyajoseph · CEO and Founder, Pefin
@ryanshook You can still manage your own investments, and just subscribe to the AI financial planning service. We are launching our investment advisor in Q1 2016, which manages investment portfolios in line with your financial plans and your externally managed investments, if you prefer us to do some or all of it for you.