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Create your

Wealth Plan

in minutes

with Perfient

🔒 Bank-Level Security
🔍 Local Data Storage
🛡️ Client-Side Encryption
✨ Anonymous by Design
Why Wealth Plan?

Reasons to have a Wealth Plan

Watch how important it is to have a wealth plan and how it can benefit your financial future.

  • Perfient builds your personal financial profile in minutes
  • Perfient shows health scores, stability signals, and goal progress in one place
  • Perfient creates comprehensive wealth plans tailored to your goals

Upcoming Events

Join us at upcoming Perfient events to learn more about our vision, meet the team, and connect with other early users

Why Choose Perfient?

More than just dashboards — a complete financial assistant in your financial journey

📊

Complete Financial Health Check

Get a comprehensive analysis of your financial wellness — from savings rate to debt management, net worth trends to goal feasibility.

📈

Comprehensive Wealth Plan

Get a personalized wealth plan that adapts to your life changes, helping you achieve your financial goals with confidence.

What You Get Today

Every feature below is live — designed to make your financial picture clear, actionable, and continually improving.

Financial Health

Health & Stability

  • ✔ Financial Score based on savings rate, debt management, emergency fund, net worth, and diversification
  • ✔ Financial Stability tracking volatility factors: portfolio risk, expense swings, debt structure shifts, income stability, emergency fund adequacy, debt service burden
  • ✔ Wealth level tied to your current position and progress toward financial independence
  • ✔ Updates that flag changes across all KPIs since your last visit
  • ✔ Finance Insights that summarize your health, progress, and projections in plain language
Planning

Planning & Projections

  • ✔ Comprehensive financial planning tools (e.g., wealth plan)
  • ✔ Future financial projections (e.g., net worth trajectory)
  • ✔ Goal simulator with Monte Carlo runs to estimate goal success probabilities
  • ✔ Financial Independence Insights that help you plan for a secure future
  • ✔ Credit Insights to compare interest rates across debts, fixed deposits, and bonds
  • ✔ Economic Insights benchmarking your position against national metrics

Built on Trust & Transparency

Your financial data deserves the highest standards of security and privacy

🔒

Bank-Grade Security

256-bit encryption and secure cloud infrastructure protect your data 24/7

🔍

Full Transparency

See exactly what data we use and how decisions are made — no black boxes

🛡️

Privacy First

Your data is never sold. Never shared. It's yours and only yours, always.

✨

Anonymous by Design

Your data is anonymized to protect your identity, ensuring privacy without compromising insights.

Contact the Perfient Team

Share a question or request.

Direct channel

Prefer a quick note?

Tell us what you need — onboarding help, roadmap questions, security clarifications, or new features.

  • Optional email means we can follow up directly.

Join Us to Shape the Future of Personal Finance

We're opening access to fintech enthusiasts, early adopters, and anyone serious about their financial future. Give direct input into product development.