More than just investment advice — a complete financial companion that grows with you
Get a comprehensive analysis of your financial wellness — from savings rate to debt management, net worth trends to goal feasibility.
Build a digital twin that tracks your entire financial journey — adapting as your life evolves, from first job to retirement.
Ask questions naturally and get personalized answers. No jargon, no complexity — just clear guidance tailored to you.
Continuous monitoring of your investments with smart rebalancing suggestions to keep you on track toward your goals.
Perfient understands your behavior, preferences, and risk tolerance — getting smarter with every interaction to serve you better.
Every suggestion comes with clear reasoning, data sources, and evidence — so you always understand the "why" behind advice.
Your financial data deserves the highest standards of security and privacy
256-bit encryption and secure cloud infrastructure protect your data 24/7
See exactly what data we use and how decisions are made — no black boxes
Your data is never sold. Never shared. It's yours and only yours, always.
Clear pricing, no commissions, no conflicts of interest — your success is our success
A simple, powerful system that puts AI to work for your financial future
Answer a few questions about your finances, goals, and risk tolerance. Perfient creates a complete digital model of your financial life — your twin.
Your twin tracks your financial health score, monitors markets 24/7, and analyzes thousands of data points from news, filings, and market signals.
Get investment ideas, portfolio adjustments, and goal strategies — all tailored to your unique situation with clear explanations and evidence.
Review insights, ask follow-up questions, and make informed decisions. Perfient guides, you decide — always.
Built on a hybrid AI stack: advanced embeddings + LLM reasoning + deterministic risk layer for safety and accuracy you can trust.
Financial intelligence you can trust — no ads, no data sales, no hidden incentives.
Explore how Perfient thinks
Your personal financial co-pilot
€190 / year (2 months free)
No pay-per-use. No commissions. No data monetization.
Good financial decisions require thinking freely — not counting queries.
Perfient is funded by subscriptions, so our only incentive is helping you make better decisions.
We're opening access to fintech enthusiasts, early adopters, and anyone serious about their financial future. Get exclusive early access, special pricing, and direct input into product development.
🎁 Beta users get premium features free for 6 months