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Financial education isn't traditionally learned, so we've built an entirely new approach. Whether you're learning to boost your savings, starting an investment, or planning for a well-earned retirement, Perry makes it easier to take an active role in building your wealth with AI insights.
Perry learns about your unique situation and goals to deliver insights that matter to you.
Complex concepts explained in clear, accessible terms for every knowledge level.
Get practical advice without sharing sensitive bank details.
Perry starts with a short, engaging chat to learn about your income, spending, goals, and what matters most to you.
Get a clear, easy-to-understand report with practical tips and a snapshot of your financial health—no jargon, just real advice.
Perry gives you simple, actionable steps to help you save more, spend smarter, and reach your goals—starting today.
A simple, friendly process—powered by AI, designed for you.
A friendly conversation to understand your unique circumstances
Simple, conversational questions
No technical financial knowledge needed
Takes just 5 minutes
Adapts based on your responses
Curious about Perry? Here's what you need to know.
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Perry made understanding my finances so much easier. The chat was quick, and the report gave me tips I could use right away.