Principal

Principal

A new standard in private wealth organization with AI-powered intelligence.

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About Principal

Principal (Brisa) is a personal wealth organization platform designed for high net worth individuals or those seeking advanced financial insight. It consolidates all financial accounts, assets, investments, liabilities, and key documents into a single, secure dashboard with real-time net worth tracking and portfolio analysis. It features an AI-powered assistant to provide instant analysis, insights, and research tailored to the user's complete financial context, enabling better decision-making and an organized, holistic overview of finances.

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Resources

Product Website

Visit Principal's official website for product details and getting started.

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Documentation

Comprehensive guides and API references for integrating and using Principal effectively.

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Blog

Insights and articles on personal finance and wealth management strategies.

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Pricing

Detailed information about the pricing plans and features offered by Principal.

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