Today, we're excited to introduce Provisian — an integrated suite of financial planning solutions designed for the modern advisor.

As the "Great Wealth Transfer" unfolds, a staggering $73 trillion is expected to move from Baby Boomers to younger generations who have grown up in the digital era. However, many of the tools available to financial advisors are still stuck in the past. Advisors have an opportunity to adapt to the next generation of clients by embracing new technology.

Provisian is designed for financial advisors and individuals seeking an intuitive approach to portfolio management, retirement planning, and scenario analysis. The platform enables advisors to manage wealth throughout the client lifecycle and leverage predictive algorithms to better plan for the future.

Features of Provisian

Rather than handling finances in a spreadsheet or legacy software, Provisian offers a centralized platform that allows users to connect their financial accounts, simulate market conditions, and predict long-term financial outcomes.

Client Portal

Advisors and clients can collaborate through an intuitive platform, making decisions together to ensure that outcomes align with objectives. Clients can easily access their financial information, monitor progress toward goals, and participate in financial planning.

Intuitive Reports

Instead of combing through lengthy reports, Provisian translates the complexities of financial data into clear, actionable insights. Decisions are made faster than before with dynamic reports, updating in real-time to track cash flows, retirement plans, and portfolio allocations.

Scenario Analysis

Predictive algorithms allow users to visualize how different market conditions and life events may impact retirement readiness, portfolio construction, and risk management. This enables advisors to proactively build personalized strategies for each client and make more informed financial decisions.

Vision

At Provisian, we recognize the intricacies of your finances defy a "one-size-fits-all" approach and that existing solutions are fragmented. Our belief is that advisors, clients, and individuals are better served by bringing together multiple solutions into a single unified platform — and we're just getting started.

If you have questions or feedback, let us know at [email protected] and [email protected].