Perplexity Personal CFOPerplexity AI
|
||||||
Related Products
|
||||||
About
We were approached by ITN Productions and the Personal Finance Society to talk about the importance of financial wellbeing in the workplace, together with an employer (and employee) experience of MyEva: a digital financial expert for every employee. In these difficult times, financial wellbeing has never been more important. MyEva will help your employees think about how to take control in the now and develop a mindset to feel empowered to realise their future dreams, whatever they may be. Improving financial wellbeing is about setting personal goals, for your life today, and the life you want to have in the future - a clear, easy path to follow. Not everyone is familiar with 'finance speak'. We care more about the feeling that financial security brings; living stress free, spending more time with loved ones, creating memories and having peace of mind.
|
About
Personal CFO is a personal finance experience within Perplexity Computer. Individuals can connect financial accounts through Plaid and ask questions about balances, transactions, investments, loans, budgets, and financial goals. Users can request analysis, build dashboards around their information, and create recurring finance check-ins. Tasks include reviewing portfolios by asset class and risk, tracking spending and net worth, planning budgets and savings targets, and modeling debt repayment or other decisions. The experience can combine connected account information with current market data to support financial research and planning. Account connections are read-only. Personal CFO is available in the United States and Canada and is a feature of Perplexity Computer, not a separate finance application.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Personal digital financial platform that helps individuals have better control of their finances
|
Audience
Individuals seeking help understanding personal finances, reviewing investments and spending, planning budgets, or exploring financial goals.
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and VideosNo images available
|
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationMyEva
Founded: 2009
United States
www.myeva.com
|
Company InformationPerplexity AI
Founded: 2022
United States
www.perplexity.ai/cfo
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
Plaid
Not Supported
|
||||||
|
|
|