Provisian

Provisian

Chart your path to long-term financial success.

157 followers

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Provisian is an all-in-one financial planning platform designed for both RIAs and consumers. Chart your path to financial success with account aggregation, cash flow management, tax insights, and predictive analytics.
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Launch tags:Fintech•Finance•Personal Finance
Launch Team / Built With
Wispr Flow: Dictation That Works Everywhere
Wispr Flow: Dictation That Works Everywhere
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What do you think? …

Kelvin Pearson
Congratulations John and Micah! Looks like Provisian is here in the right place at the right time. Keep it up!
John Flickinger
Provisian
Maker
Thanks so much, @kelvin_pearson !! 🙏 🙏
Zenon Fedorowych
Congrats!! Can’t wait to see the future of Provisian.
Michael Deng
Track Manual
Congratulations! Looks very slick ✨ Excited to see the product continue to grow and expand!
zane
This sounds really promising, John and Micah! How does Provisian handle real-time data updates from those 11,000 institutions? Would love to know more about that integration process!
John Flickinger
Provisian
Maker
Thanks, @zane12580 ! We've established a partnership with Plaid, integrating with thousands of financial institutions. This enables Provisian to have "read-only" access to track the account balances and maintain near real-time updates for your financial plan.
Taylor Price
Love the interface, easy to navigate and understand for any user level. The ability to include future investments is a real differentiator from other platforms I have used.
Ryden Sun
Elisi : AI-powered Goal Management App
This looks really promising, John and Micah! 🙌 What specific features differentiate Provisian from existing financial planning tools currently on the market? Also, how do you ensure that the predictive analytics provided are accurate enough for users to rely on when making long-term financial decisions? Looking forward to hearing more about the integrations with those 11,000 institutions!
dashuai
This sounds promising! I'm curious about the predictive analytics feature—how accurate are the projections based on macro-decisions? Also, what kind of support do you offer during the trial period? @johnflickinger
John Flickinger
Provisian
Maker
@ezshine — The predictive analytics performs 1,000 simulations to provide a range of potential outcomes. These results will be based on both your underlying assumptions (e.g., market returns and volatility) along with statistical modeling to identify the likelihood of difference scenarios. Our team is able to provide full support during the trial period. Feel free to reach out directly with any questions at: hello@provisian.com
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