Built for how you actually work
Every role draws on the same real data fabric — 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.
- Real ESG & carbon scoring against real peer-category averages, not a black-box vendor label
- Values-based screening to a real, named standard — including a full USCCB Catholic Screen
- Compliance & fact sheets verified against real issuer documents
Depth on demand
Real tools 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 real issuer documents
- Transparent AI assistant — every answer lists the real tool calls behind it
Built-in workflow
Turn a recurring process into a scheduled workflow — once.
- Workflow Studio chains real tools into scheduled, repeatable research
- Approval-gated automation — any write action pauses for real human sign-off
- Bring your own data, formulas, and secured external APIs
Not a screenshot. A live read.
These panels call the same real, live endpoints the platform itself runs on — right now, in your browser.
Scoring and screening, running now
Three more real, live tools — not screenshots. All call the same public API the platform ships with.
Thirty-five real tools. One surface.
A sample of what runs underneath the assistant and the terminal — every one a live computation.
DCF & Relative Valuation
Real cash-flow models and peer multiples, computed on demand.
Options Structuring
Real strikes and premiums off the live chain — spreads, straddles, collars.
ESG & Carbon Scoring
In-house scoring against real peer-category averages.
USCCB Catholic Screen
Values-based exclusion screening to a real, named standard.
Workflow Studio
Chain any real tool into a scheduled, approval-gated automation.
Voice-Driven Research
Ask a question aloud, in any supported language, get a sourced answer.
One platform, in your language
The terminal and the assistant translate live, in place — not a static language pack.
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.