Built for how you actually work
Every role draws on the same data. What changes is which part sits closest to the surface.
Oversight & alignment
See exactly what you own, how it scores, and where the number came from.
- ESG & carbon scoring against peer-category averages, not a vendor's black-box label
- Values-based screening to a named standard, including a full USCCB Catholic Screen
- Compliance & fact sheets verified against issuer filings
Depth on demand
Every tool behind one conversational interface. Every answer shows its work.
- Full valuation & signal suite: DCF, relative valuation, composite alpha, factor timing
- Fund fact sheets checked line-by-line against issuer filings
- Transparent AI assistant, every answer lists the tool calls behind it
Built-in workflow
Turn a recurring process into a scheduled workflow, once.
- Workflow Studio chains tools into scheduled, repeatable research
- Approval-gated automation, any write action pauses for a human's sign-off
- Bring your own data, formulas, and secured external APIs
Work on it together, in real time
Send a link. The other person doesn't need an account to join.
Not a screenshot. A live read.
These panels call the same endpoints the platform runs on, right now, in your browser.
Scoring and screening, running now
Three more live tools, calling the same public API the platform ships with.
Thirty-five tools. One surface.
A sample of what runs underneath the assistant and the terminal, in any of the platform's supported languages.
DCF & Relative Valuation
Cash-flow models and peer multiples, computed on demand.
Options Structuring
Strikes and premiums off the live chain: spreads, straddles, collars.
ESG & Carbon Scoring
In-house scoring against peer-category averages.
Background Research Agent
Hand off a research question and keep working. Come back to a sourced answer.
Workflow Studio
Chain any tool into a scheduled, approval-gated automation.
Voice-Driven Research
Ask a question aloud, in any supported language, get a sourced answer.
SMA Builder
Construct a rules-based Separately Managed Account from fundamental, sector, carbon, and exclusion filters. Save it as a live portfolio.
ESG X-Ray
Decompose a blended ESG score into E/S/G sub-scores, cost premium, and performance vs. SPY.
Portfolio Review Agent
Chains drift, rebalance, liquidity, and cost checks into one prioritized review.
Backed by the platforms we build on
Purifi is a member of the following partner programs.
Startup program for GPU-accelerated computing and AI infrastructure.
Cloud infrastructure and technical partnership on Microsoft Azure.
Technology and go-to-market partnership within IBM's ecosystem.
The one rule that shapes everything Purifi shows you: if it can't compute a real number, it says so plainly, in the interface, rather than estimating one. That discipline is what lets an asset owner, an analyst, and a portfolio manager trust the same screen.