One decision, five disconnected tools
A single investment decision touches a data terminal, a spreadsheet, a research portal, a meeting, and now a chatbot. Every handoff loses context. Every number gets re-keyed. Every conclusion arrives stripped of the reasoning that produced it.
Every figure traces to its filing
Answers carry their source, down to the form, accession number and filing date.
- Computed from primary sources, not resold from a vendor's black-box score
- Every assistant answer lists the tool calls that produced it
- Auditability is architectural, and in a regulated workflow it cannot be retrofitted
Computed at the moment you ask
No stale ratings, no overnight batch, no number whose age nobody can state.
- Coverage of the long tail that vendor-scored universes leave unrated
- Disclosed limitations where real data is thin, instead of a confident estimate
- Answers that hold up when a client asks how you know
People and agents in one room
Research it, argue it out, hand the tedious part to an agent, all in one session.
- Share any session live, video and screen share included
- No account required for a colleague or client to join
- Agents work beside you, on the same data, with the same disclosure
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.
One hundred and seventy tools. One surface.
A sample of the 170 tools the assistant can call. 131 are analytical; the rest open a terminal view or drive a live spreadsheet, 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.