Provisian

Provisian

Chart your path to long-term financial success.

157 followers

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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Provisian gallery image
Provisian gallery image
Provisian gallery image
Provisian gallery image
Free Options
Launch Team / Built With
Migma AI
Migma AI
Lovable for Email
Promoted

What do you think? …

John Flickinger
👋 Hey Everyone! We’re 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 “macro-decisions” 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. That’s why we’re excited to introduce Provisian— an accessible and comprehensive financial planning platform. If you’re a financial advisor working with clients or an individual who wants to take control of your own finances, you’ll 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 firm’s branding. We appreciate your support and feedback! To celebrate our launch on ProductHunt, we’re offering a 14-day trial to explore Provisian. We can’t wait for you to try it out! 😊
Rahul P
@johnflickinger Are only US institutions supported? Upon trying to register I noticed that there is no option to record canadian addresses.
cupat Kai
@johnflickinger This is the right time to introduce your product and hopefully your product can help/make things easier for users, congratulations on the product launch 🙌
William Joseph Parker
Congrats on the launch, @johnflickinger! Provisian sounds like a game-changer for both consumers and RIAs. The focus on macro-decisions and actionable insights is impressive. Excited to see how it helps users achieve long-term financial success! #Upvote ✨
John Flickinger
@williamjosephparker - Thank you! We're excited to building for this industry and offering a platform for users to make more informed financial decisions.
Bryan
Congrats on the launch, John and Micah! 🚀 Provisian sounds like a game-changer for financial planning. The ability to see long-term impacts of financial decisions is super crucial! Excited to see how it helps both RIAs and consumers manage their money smarter. Upvoting for sure!
John Flickinger
@dance17219 — Thanks for the feedback and excited to hear 👍
Nick Lafferty
Congrats 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?
John Flickinger
Thanks, Nick! Excited to have you following along. That’s correct. With Provisian, personal users gain access to capabilities typically reserved for advisor-only solutions. This increases the specificity, and includes features like custom allocation models, control over asset withdrawal priorities, and estimated tax liabilities — extending beyond what most personal finance applications offer.
Elke
Wow, John and Micah, Provisian sounds like a game changer! Financial planning made simple—count me in! 🎉 Can’t wait to dive into those predictive analytics and see how macro-decisions play out. Congrats on the launch, and here’s to some serious upvotes!
John Flickinger
Thanks, @elke_qin ! We appreciate the kind words 🙏
Daniel W. Chen
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!
John Flickinger
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!
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