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What is Provisian?

Provisian provides an efficient platform for creating financial strategies, assessing risks, and offering financial guidance all in one place. Users can simulate various market conditions to reduce risks and make informed decisions. With direct access to over 11,000 financial institutions, Provisian fosters better collaboration with clients while enabling effective performance tracking. The platform is supported by a committed team that is available around the clock, ensuring assistance whenever needed. Clients can build robust relationships through a comprehensive financial profile that not only predicts outcomes but also minimizes risks and facilitates informed decision-making. A centralized portal and intuitive reporting tools simplify communication and enhance user experience. Investment approaches can be tailored to fit each client’s individual risk tolerance and objectives. Users are also given the tools to visualize and adjust the fundamental assumptions that drive anticipated results. Additionally, the platform supports Monte Carlo simulations to guide users in making prudent financial choices, while a multitude of innovative simulations helps identify the most probable outcomes. By utilizing these advanced tools, financial advisors can better understand market trends and meet their clients' diverse needs, ultimately leading to more personalized service. This comprehensive approach ensures that clients receive advice that is not only timely but also tailored to their specific financial journey.

What is Dynamic Planner?

Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review. Its Agentic Advice Platform brings together these established foundations with Advice-grade AIâ„¢, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems. The Dynamic Planner platform is available through its own UI as well as headless through API and MCP layers for those firms that want to build their own advice experiences on Dynamic Planner's trusted data, models and insights. A first of its kind study of 659 advice firms demonstrated how high-performing firms using Dynamic Planner increased clients served per adviser by 41%, while maintaining strong client outcomes. Driven by its vision of a world where everyone can access the financial advice they need, Dynamic Planner is helping firms transform how advice is delivered, unlocking trusted advice at scale.

Media

Media

Integrations Supported

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime

Integrations Supported

Iress
Salesforce

API Availability

API Availability

Has API

Pricing Information

$75 per month
Free Trial Offered?

Pricing Information

$198.30 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Provisian

Company Website

provisian.com

Company Facts

Organization Name

Dynamic Planner

Date Founded

2003

Company Location

United Kingdom

Company Website

dynamicplanner.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

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