Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
This platform dedicated to financial wellness delivers customized solutions specifically designed to address the distinct requirements of various businesses. By utilizing its APIs, users can create applications featuring in-depth financial forecasts. The white-label financial planner offers a complete DIY financial planning experience, while interactive calculators can be seamlessly integrated into websites to enhance user engagement. Additionally, the platform prioritizes educational resources and classes, fostering increased financial confidence and literacy among users. Financial advisors are equipped with specialized tools that facilitate close collaboration with clients on their financial strategies. The platform's comprehensive approach incorporates the Financial Projection Engine (FPE), which provides detailed financial analyses that empower individuals to make well-informed decisions regarding their finances and time management. Furthermore, the straightforward implementation process, whether through customizable planners or APIs, guarantees a smooth alignment with a business's objectives, ultimately enhancing overall user satisfaction.
Description
Provisian offers a streamlined solution for developing financial plans, managing risk, and delivering financial advice through a single, cohesive platform. Users can replicate market scenarios to effectively mitigate risk and make sound choices. With the ability to connect effortlessly to more than 11,000 financial institutions, Provisian enhances collaboration with clients and monitors performance efficiently. The platform is backed by a dedicated support team, accessible anytime and anywhere. Clients can maintain strong connections through an extensive financial profile that anticipates outcomes, reduces risks, and supports smarter decision-making. Communication is made easier with a centralized portal and user-friendly reporting features. Investment strategies can be crafted to align with each client's unique risk appetite and goals. Users are empowered to visualize and manipulate the underlying assumptions influencing projected results. Monte Carlo simulations can be executed to aid in making wise financial decisions, while thousands of innovative simulations help pinpoint the most likely outcomes. By leveraging these powerful tools, financial professionals can gain deeper insights into market dynamics and client needs.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Ally Invest
No
Authorize.Net
No
CITI Unify
No
Charles Schwab
No
Chase Business Complete Banking
No
Fidelity
No
Robinhood
No
SoFi
No
Vanguard
No
Wells Fargo Business Checking
No
Integrations
Ally Invest
Yes
Authorize.Net
Yes
CITI Unify
Yes
Charles Schwab
Yes
Chase Business Complete Banking
Yes
Fidelity
Yes
Robinhood
Yes
SoFi
Yes
Vanguard
Yes
Wells Fargo Business Checking
Yes
Pricing Details
$120 per year
Free Trial
Yes
Free Version
Yes
Pricing Details
$75 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Boldin
Founded
2015
Country
United States
Website
www.boldin.com/retirement/enterprise/home/
Vendor Details
Company Name
Provisian
Website
provisian.com