Choose your path
Forge your own Financial Pathway
Use Perfingo in your own way. Recommended for users with good personal finance knowledge.
Get a guided session
Be guided through the process and receive professional analysis. Recommended for users who are primarily interested in the insights.
Choose Your Path to Financial Success
Go Beyond Being an Insurance Agent
Designed for Financial Advisors committed to elevating their clients' financial well-being.
Empower Your Entire Team
Perfect for teams looking to leverage advanced financial tools for better client engagement.
Frequently Asked Questions
Faq 1: How does Perfingo help in setting and achieving financial goals?
Perfingo helps you to visualise the feasibility of your goals and the impact of your financial decisions on them. We allow you to integrate life goals into your financial planning, offering customised strategies and advice to help you align your finances with your objectives and achieve them.
Faq 2: Can couples use Perfingo for joint financial planning?
Yes, Perfingo has features that allow couples to collaboratively manage and plan their finances, fostering transparency and financial harmony in relationships. However, both partners must have their own Perfingo accounts.
Faq 3: What's the difference between Perfingo and other personal finance app?
Perfingo is a personal finance app that helps you to plan and achieve your life goals. We are not just a budgeting app. We help you to visualise the feasibility of your goals and the impact of your financial decisions on them. We allow you to integrate life goals into your financial planning, offering customised strategies and advice to help you align your finances with your objectives and achieve them.
Faq 4: How does Perfingo ensure the security and privacy of my financial data?
Perfingo prioritises your data security. Firstly, we only ask for your email address. We also employ robust encryption and security protocols to ensure that your financial information is protected from unauthorised access and threats.
Faq 5: Are we working with any financial institutions?
Perfingo is not working with any financial institutions directly. We only licensed our software to financial planners to help them better serve their clients. Only when you requested for a session with a financial planner, then we will connect you with them.
Frequently Asked Questions
How can Perfingo benefit my practice?
Perfingo offers several benefits for financial advisors:
- Seamless prospecting without feeling salesy, using interactive visualisation tools that make financial information accessible for clients.
- Strengthens client relationships with long-term engagement features and comprehensive annual reviews based on clients' goals.
- Streamlines financial planning by providing a holistic view of clients' finances, making it easier to offer personalised advice and build stronger connections.
- Advisors appreciate its user-friendly interface and the ability to foster genuine relationships with both prospects and existing clients.
What pricing plans are available for financial advisors?
Perfingo offers flexible subscription plans to suit different needs, with the option of annual and monthly subscriptions. The annual plan is more cost-effective.
What makes Perfingo different from other competitor platforms?
Perfingo offers several unique advantages:
- Clients have lifelong access to the financial plans you create together, enabling continuous review and fostering long-term relationship building.
- The platform supports couple planning, making it easier to address the financial goals of partners together.
- We are committed to constant improvement, regularly updating our app to enhance user-friendliness and add features that help clients achieve their financial goals.
What kind of support does Perfingo offer?
We provide onboarding and training sessions to ensure you get the most out of Perfingo. Our support team is available to assist with any questions or issues you may encounter.
How do I get started with Perfingo?
To get started with Perfingo, simply sign up for a demo on our website. We will contact you to demonstrate how you can best utilize Perfingo's features. Additionally, you will have direct access to our helpdesk for any issues or questions that may arise moving forward.
How secure is my data on Perfingo?
We prioritise security and use advanced encryption methods to protect your data. Our platform complies with industry standards and regulations to ensure the safety of your information and your clients' information.