Beta Transparency

What “Beta” Means

A Beta release is an early version of the product shared with a limited group of users to validate usefulness, clarity, and trust — not perfection.

• Some features are incomplete or experimental
• Models and assumptions may evolve
• Outputs may change over time
• Occasional bugs or inaccuracies are expected

What Is Stable Today

• Privacy-first design and minimal data collection
• Portfolio upload and display
• PFT Lite onboarding
• Core AI analysis and reasoning flows
• Cookie-free analytics

What May Change During Beta

• AI response style and depth
• Valuation models and assumptions
• User interface and navigation
• Feature availability or prioritization
• Data schemas and internal logic

Limitations You Should Be Aware Of

• Outputs may be incomplete, incorrect, or misleading
• Financial data may be delayed or inaccurate
• Perfient does not predict markets or guarantee outcomes
• You remain responsible for all financial decisions

How Your Data Is Handled During Beta

• You control what data you provide
• No personal identity is required
• No advertising or behavioral tracking
• Data may be deleted or reset as systems evolve

How to Use Perfient Effectively in Beta

• Ask “why” and “what if” questions
• Challenge assumptions instead of accepting outputs blindly
• Use Perfient to reason, not to decide
• Combine insights with external sources and judgment

Providing Feedback

Feedback is one of the most valuable parts of the Beta.

• Report confusing or incorrect responses
• Share where expectations did not match reality
• Suggest missing features or improvements

Feedback is reviewed and used in aggregate to improve the system.

What Happens After Beta

• Features will be refined or removed based on feedback
• Stability and reliability will improve
• Clearer boundaries and guarantees may be introduced