Perfient is designed to help you think more clearly about your financial situation —
not to tell you what to do.
What Perfient IS
A financial analysis and decision-support tool
Perfient helps you analyze portfolios, risk, and financial trade-offs using structured data
and AI models.
A way to reason about your finances
It highlights patterns, inconsistencies, risks, and assumptions you may overlook.
Privacy-first by design
Perfient does not require your real name, email (optional, when available, used only for recovery, identity verification, and notifications. We recommend using email aliases for privacy.), or personal identity.
You control what data you enter.
Transparent about uncertainty
Outputs are probabilistic, scenario-based, and dependent on assumptions —
not claims of certainty.
A tool that improves with better inputs
The quality of insights depends on the quality and completeness of the data you provide.
What Perfient IS NOT
This section is important.
NOT a financial advisor
Perfient does not provide personalized investment advice and does not act as a fiduciary.
NOT a replacement for professional judgment
It cannot replace licensed financial advisors, tax professionals, or legal experts.
NOT guaranteed to be correct
Financial data can be incomplete, delayed, or wrong. Models can be wrong.
Assumptions can fail.
NOT a prediction engine
Perfient does not predict markets or guarantee outcomes.
NOT responsible for your financial decisions
You remain fully responsible for how you act on any information provided.
How to Use Perfient Responsibly
Use it to ask better questions, not seek definitive answers
Challenge its outputs — don’t blindly trust them
Combine insights with human judgment and external advice
Understand that uncertainty is unavoidable in finance
Think of Perfient as a co-pilot, not an copilot.
About This Beta
Perfient is currently in Beta. This means:
Some features may be incomplete or experimental
Outputs may change as models improve
Your feedback directly shapes the product
If something is confusing, misleading, or missing — that feedback is valuable.