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.
Coverage, not a map graphic
Every marker below is weighted by real, live fund counts from Purifi's own screener index — not a decorative globe.
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.
SMA Builder
Construct a real, 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 real 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.
One platform, in your language
The terminal and the assistant translate live, in place — not a static language pack.
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.