Pefin

What it does

Pefin’s proprietary AI technology factors over 2-5 million data points, including a user’s financial situation, future plans, markets, government rules & regional demographics to craft highly tailored financial plans. The platform also provides Investment Advice & Portfolio Management Services through its SEC-regulated Investment advisor.

Pefin powers your digital advice platform so your clients have access to affordable fiduciary financial planning, advice, and investing at their fingertips, 24/7 . With Pefin, your digital platform can offer financial planning, financial advice, and robo-investment services at scale enabling you to serve more clients across demographic and wealth spectrums. Our AI platform supports both digital-only and digital-advisor hybrid models providing you with flexibility in how you want to serve your clientsfrom pefin.com

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