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.
👋 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! 😊
While this new financial tool seems promising, i can't help but wonder if it might be overwhelming for some users with all its features would love to see a simpler version for those who just need basic planning also the tax insights could really use a bit more transparency and detail to be genuinely useful
Hey cool concept but is it really bringing anything new to the table tho I mean, we've seen account aggregation and cash flow mgmt in Mint and Personal Capital already I wonder if users will find it too similar or are there unique features hidden somewhere also would be nice to hear if you're planning any integration with budgeting tools like YNAB or even tracking crypto investments thoughts?
Provisian looks like an exciting step forward in personal finance management! I love how it brings together account aggregation and cash flow management all in one platform. The ability to see the long-term impact of decisions—like adjusting 401(k) contributions or planning for a home purchase—makes it stand out.
For financial advisors, collaborating with unlimited clients and customizing branding feels like a big plus. The dynamic reports also seem super helpful for visualizing financial plans. Plus, with over 11,000 integrations, accessing all your financial data in one spot could really simplify things.
It’s refreshing to see a tool that’s not just about quick budgeting but focuses on comprehensive planning for the future. Looking forward to exploring the 14-day trial—this could be a real powerhouse for both consumers and advisors!
Congrats on the launch, John and Micah! Provisian looks like a game-changer for both consumers and RIAs. The ability to forecast financial outcomes based on macro-decisions is something the industry has been missing. I love the thought of being able to see the long-term impact of my choices, whether it’s about increasing contributions or planning for a new home.
The integration with over 11,000 institutions is super impressive and will definitely simplify the financial planning process for many. I can’t wait to explore the reporting features and how they can make my financial journey clearer. This could really help demystify those complex financial decisions that often feel daunting.
The 14-day trial is a great way to get everyone to dive in—I’ll definitely be checking it out. Looking forward to seeing how Provisian evolves and brings even more value to its users. Upvoted!
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.
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!
The client portal looks super intuitive! How does the customization work for different firms?
Congratulations! Looks very slick ✨ Excited to see the product continue to grow and expand!
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.
This platform is awesome for managing client relationships and tracking performance.
Congrats, John and Micah! 🎉 Provisian sounds like an incredible tool for both RIAs and consumers. Excited to see how it can simplify long-term financial planning. Upvoted!
Congratulations John and Micah! Looks like Provisian is here in the right place at the right time. Keep it up!
Congrats on the launch! You’ve turned your vision into reality. I’m so excited for you and can’t wait to see where this takes you. The sky’s the limit! 🚀 @johnflickinger
Hey John and Micah, this sounds like a game changer for both RIAs and consumers! I'm curious about the degree of customization for financial reports. Can users tailor them to their specific financial situations? Also, how do the predictive analytics work in terms of accuracy?
@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 🙌
Congrats, @johnflickinger and Micah, on the launch of Provisian! 🚀 This all-in-one platform is going to be a game changer for both RIAs and consumers looking to take control of their financial future. The focus on "macro-decisions" is especially impressive; it's great to see a tool that aids
