Frequently Asked Questions
Answers to common questions about how Pureté Invyra analyzes strategies, where your data lives, and what to expect when you get started.
Everything you need to know
If your question isn't answered here, reach out through our contact page and we'll follow up directly.
What exactly does Pureté Invyra do?
Pureté Invyra is an AI-driven analysis tool built for family wealth planning. It reviews strategy allocations and produces structured comparisons — such as expected risk profile, historical drawdown patterns, and diversification balance — so you can make more informed decisions about your own portfolio.
Does Pureté Invyra manage or hold my money?
No. Pureté Invyra does not custody funds, execute trades, or take control of your account. All analysis is informational, and your assets remain in your own brokerage account at all times.
Where does my financial data live?
Your data stays within your existing brokerage account rather than being transferred into a separate platform for storage. Pureté Invyra is designed to work alongside the accounts you already have.
Who is Pureté Invyra designed for?
Pureté Invyra is built for individuals and families who want a clearer, more structured view of strategy options as part of long-term wealth planning, rather than a tool for short-term or high-frequency trading.
How does the AI generate its analysis?
The system processes historical strategy data and portfolio inputs through a defined set of analytical steps, then presents the output in a consistent, comparable format. The methodology section on our About page walks through this process in more detail.
Is the analysis a guarantee of future performance?
No. All output is based on historical and modeled data and is provided for informational purposes only. It is not a prediction, promise, or guarantee of future results, and should not be treated as personalized financial advice.
Do I need investment experience to use this?
No prior experience is required. The interface is designed to present strategy comparisons in plain language and structured tables, though a basic familiarity with investing terms can help you get more from the analysis.
Can I connect more than one account?
This depends on your setup and brokerage compatibility. During onboarding you can discuss which accounts are relevant to the strategy analysis you're looking to run.
How is my personal information handled?
We collect only what is needed to provide the service. Full details on data handling, retention, and your rights are outlined in our Privacy Policy.
What does it cost to get started?
Pricing details are shared during onboarding, based on the scope of analysis you need. Reach out via the contact page and we'll walk you through the current options.
Can I cancel or stop using the service at any time?
Yes. Since Pureté Invyra does not hold your assets, stopping use of the analysis tools does not affect your underlying brokerage account. Terms governing cancellation are described in our Terms of Service.
Who can I contact if I still have questions?
Visit our Contact page to reach the Pureté Invyra team directly and we'll respond as soon as we can.