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.đ Hey Everyone! Weâre John and Micah, the founders of Provisian!
We've been working hard to build Provisian, a comprehensive financial planning platform for both individuals and registered financial advisors (RIAs). While many solutions focus on short-term budgeting, Provisian provides insights into how âmacro-decisionsâ can affect your financial outcomes years (or even decades) into the future.
With Provisian, you can assess whether your financial plan is on track to meet your needs and goals, addressing questions such as:
- How might inflation impact my purchasing power over the next decade?
- What effect will increasing my 401(k) contributions have on my retirement savings?
- How does purchasing a home in 10 years affect my retirement plans?
In the past, answering these questions has required expensive software, an understanding of complex reports, and extensive training. We believe that this restricts many people from reaching their long term financial objectives. Thatâs why weâre excited to introduce Provisianâ an accessible and comprehensive financial planning platform.
If youâre a financial advisor working with clients or an individual who wants to take control of your own finances, youâll be able to seamlessly:
- Build a holistic view of your finances with integrations into over 11,000 institutions.
- Manage key assumptions like inflation, projected returns, and market volatility.
- Generate actionable insights for cash flow management, investment planning, and tax optimization.
- Create dynamic, easy-to-understand reports to help you achieve your financial goals.
For advisors, Provisian also offers:
- Collaboration with an unlimited number of clients.
- Customizable color themes to align with your firmâs branding.
We appreciate your support and feedback! To celebrate our launch on ProductHunt, weâre offering a 14-day trial to explore Provisian. We canât wait for you to try it out! đCongrats on the launch guys! Super excited to follow along. For personal users, it seems like this will go beyond what mint or personal capital provided, is they right?I used to work in fintech and I know how needed a product like this can be. Wealthfront had a great life path feature but they stopped developing it after the acquisition.
congrats on the launch John and Micah!Thanks so much for the support, @danielwchen! We definitely agree, and welcome any feedback you have as you compare the two experiences. Lots more to come!This is a super cool tool. Can it help those in Canada too? I know we're a tiny market but hope it comes here too. Also, I wonder if you guys can have a free version for individuals where it is free if you use certain banks or insurance companies etc. so you guys get your revenue from them instead of the user. I see a huge potential where individuals who are smart enough to know that they need something like this but not smart enough to be financial professionals themselves, to use this with all bank accounts and even credit card data flowing in, monitor personal cashflow, and help sell some insurances such as life insurance etc., based on the individual earnings, spending habits, and excess cashflow each month. And then sell some investment products to help save for the big purchase, retirement, etc., all personalized based on a particular person's situation and goals.
