You can connect all of your online financial accounts to Pefin — from your bank accounts and credit cards to your savings, mortgages, loans, and investment accounts.
Pefin builds a complete picture of your current finances in minutes.
Pefin helps you plan for the big and small things in life - from having a child, to sending her to college, to an annual vacation, or paying off a car.
Each plan factors in hundreds of details letting you see how your life truly changes over months and years.
We show how your plans connect together. How will a new home affect your monthly spending? Will you receive additional tax savings? What happens if you have a child? Does paying for her college change when you can retire?
And, if things get tight, we’ll guide you through the best possible options so they are back on track.
The plans you make with Pefin are not something you do one time and revisit months later.
Our AI technology learns from your spending and savings patterns. And, we keep track of markets and changing economic conditions. If your plans' affordability changes, we’ll tell you right away and show you what to do next.
How you save and invest should be as unique as your life.
Pefin’s AI Investment Advisor constructs and manages investment portfolios linked to your plans and preferences. Your investments are always tailored to achieve the best financial outcome for you. No more one size fits all approaches.
Coming Jan 2017