Provisian

Chart your path to long-term financial success.

156 followers

Chart your path to long-term financial success.

156 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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Launch tags:Fintech•Finance•Personal Finance

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AWS Startup AdvisorPersonalized AWS guidance that meets you where you’re already building

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Provisian

Maker

📌

👋 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! 😊

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2yr ago

@johnflickinger Are only US institutions supported? Upon trying to register I noticed that there is no option to record canadian addresses.

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2yr ago

ralify

💡 Bright idea

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.

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2yr ago

Magical

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?

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2yr ago

Provisian

Maker

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.

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2yr ago

Congratulations John and Micah! Looks like Provisian is here in the right place at the right time. Keep it up!

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2yr ago

Provisian

Maker

Thanks so much, @kelvin_pearson !! 🙏 🙏

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2yr ago

Life Note

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!

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2yr ago

Provisian

Maker

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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2yr ago

Love the interface, easy to navigate and understand for any user level. The ability to include future investments is a real differentiator from other platforms I have used.

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2yr ago

This sounds really promising, John and Micah! How does Provisian handle real-time data updates from those 11,000 institutions? Would love to know more about that integration process!

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2yr ago

Provisian

Maker

Thanks, @zane12580 ! We've established a partnership with Plaid, integrating with thousands of financial institutions. This enables Provisian to have "read-only" access to track the account balances and maintain near real-time updates for your financial plan.

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2yr ago

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