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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

ProVision delivers unparalleled insight into your logs and security initiatives, providing a unique perspective on your overall security stance. With Foresite ProVision, your organization can proactively address future demands and make strategic business choices that help you capitalize on emerging opportunities. Our exclusive ProVision platform empowers companies to oversee assets, produce detailed reports, and utilize analytics to drive informed decisions. Customize and view your dashboards and reports according to your needs. Use analytics to uncover actionable insights that can enhance your business intelligence. Manage all your assets and system inventories seamlessly from a single location. Our integrated log management dashboard allows for rapid and efficient analysis of security log data. Understanding your data is crucial; it's essential to recognize which events are vital for ProVision to accurately pinpoint real threats while filtering out false alarms. You can opt to handle your security management internally or rely on our skilled team of security analysts, enabling your staff to concentrate on their primary responsibilities. This flexibility ensures that you have the right resources in place to maintain a strong security posture.

Description

A cutting-edge, modular platform designed for wealth management innovation is now accessible via the cloud, catering to the growing demands of the industry. Drawing on three decades of expertise and product development, we equip you to tackle current challenges while positioning you to capitalize on future opportunities as we envision your path to growth. With a sophisticated client management solution, you can perform your daily tasks more efficiently, provide enhanced service to your clients, and boost revenue streams. The platform offers a comprehensive 360° view of client information, investments, assets, relationships, a document repository, and tracking features. By integrating digital capabilities, you can improve prospect conversion rates and deepen client relationships. The intelligent KYC capture system streamlines onboarding by adjusting to various client types, complemented by an integrated AML scoring engine. Simplifying processes allows you to manage a larger client base proactively through omnichannel approaches, ultimately increasing advisor productivity and improving overall operational efficiency. Furthermore, this innovative solution supports your business in adapting to the ever-evolving financial landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Foresite

Country

United States

Website

foresite.com/provision-platform/

Vendor Details

Company Name

Objectway

Country

Italy

Website

www.objectway.com/objectway-wealthtech-suite/

Product Features

Cybersecurity

AI / Machine Learning No 
Behavioral Analytics No 
Endpoint Management No 
IOC Verification No 
Incident Management No 
Tokenization No 
Vulnerability Scanning No 
Whitelisting / Blacklisting No 

Product Features

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