Unify Your Financial Vision with Provisian

Overview

Provisian is an integrated wealth management platform designed to transform personal finances into actionable insights. It aims to simplify financial planning, risk management, and communication of financial advice through a unified platform.

The platform is tailored for the next generation of financial advisors, offering features such as account aggregation, scenario analysis, and a client portal for seamless collaboration.

Key Features

Provisian boasts several key features including account aggregation with integration to over 11,000 financial institutions, scenario analysis for risk management, and a client portal for comprehensive collaboration and performance tracking.

Additionally, it offers dedicated support with a responsive team available anytime, anywhere, ensuring users have the assistance they need.

Pricing Plans

Provisian offers flexible pricing plans to cater to various needs. The Lite plan starts at $10 per month, offering basic financial planning tools. The Base plan, priced at $75 per month, includes additional features like account aggregation and custom asset allocations.

For more advanced features, the Professional plan at $100 per month includes everything in the Base plan plus a dedicated account manager and custom branding. There's also an Enterprise plan with firm-wide settings and team collaboration capabilities.

Trial and Flexibility

Users can try the Professional plan with a 14-days risk-free trial. Provisian allows switching plans or canceling anytime, providing flexibility and peace of mind.

Account Aggregation

Provisian's account aggregation feature seamlessly integrates with over 11,000 financial institutions, providing a near real-time view of your finances and enabling live reporting for tracking performance securely.

Scenario Analysis

With scenario analysis, users can simulate market conditions to manage risk and make informed decisions. This includes Monte Carlo simulations and decision maps for understanding the implications of financial choices.

Getting Started

To get started with Provisian, users can explore the various pricing plans and opt for a 14-days risk-free trial of the Professional plan. The platform is designed to be intuitive, allowing users to quickly link accounts and begin managing their finances.

Utilizing Features

Users can leverage features like account aggregation to integrate with financial institutions, scenario analysis for risk management, and the client portal for collaboration. Each feature is designed to enhance the financial planning process and provide comprehensive insights.

Access and Platforms

Provisian is accessible through its web platform, offering a centralized location for managing finances. The platform's design ensures it is user-friendly and accessible to financial advisors and their clients.

Support Availability

Dedicated support is available whenever needed, with a responsive team ready to assist users with any queries or issues they might face while using the platform.

Support Channels

Provisian offers dedicated support through various channels, ensuring users can reach out for assistance whenever needed. The responsive team is a key aspect of the customer service provided by Provisian.

Response Time

While specific response times might vary, Provisian's commitment to dedicated support indicates a focus on timely assistance, crucial for users needing immediate solutions to their financial management challenges.