One canvas. Everyone on it.
Send a link. They sign in and join the canvas.
The work happens in one place.
Question the analysis.
Challenge assumptions.
Analyse financial data.
Generate insights.
Produce the report.
Humans and Agentic AI, in the same environment, at the same time.
The analysis is scattered. The decision is not.
Financial work is spread across terminals, spreadsheets, documents, data vendors and chat. The thinking happens in one place, the numbers in another, and the conversation somewhere else entirely. Purifi brings them onto a single canvas, where people and Agentic AI work the same problem in real time.
Three steps.
-
1
Bring people together.
Multiple people work in the same shared environment, wherever they are.
-
2
Work with the Agent.
Question assumptions, analyse financial information and generate insights together.
-
3
Produce the work.
Turn the analysis into insights, reports and decisions without the handoffs.
Live coverage, computed now.
One shared canvas. Financial data, market data, filings, spreadsheets, documents, APIs, code, and more, brought together in one place where global teams and agentic AI work together in real time.
DCF & Relative Valuation
Cash-flow models and peer multiples, computed on demand.
Options Structuring
Strikes and premiums off the live chain: spreads, straddles, collars.
SEC Filings & Financials
Statements pulled straight from the filings, with the language changes between them flagged.
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, and exclusion filters. Save it as a live portfolio.
Live Market & Economic Data
Quotes, movers and the macro series behind them: CPI, payrolls, the curve. Read live.
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.
Purifi shows you what it can compute and tells you plainly when it can’t. Everyone works from the same live canvas, with the same data, in real time.