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About

Dimply has built a platform that enables financial institutions to build fully branded and compelling fintech solutions, that can harness all the data in their partners’ ecosystem, and then intelligently surface relevant and personalized experiences that adapt to a customer’s changing circumstances. Our mission is to help people think and feel better about money, and in doing so, power a healthier financial future for them, and for the world. A new-generation customer experience platform, designed specifically for financial services. We allow you to leverage any data source available to deliver hyper-personalised digital experiences, regardless of complexity, at scale. Build and deploy customer experiences to engage, inform, and transact with your customers effortlessly. Bring your own data in real time to orchestrate the next experience for your customers. Deliver consistently perfect on-brand experiences dropped straight into your apps.

About

Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial companies searching for a solution to manage, optimize, and personalize customer experience

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$75 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Dimply
Founded: 2020
Ireland
www.dimply.ai/

Company Information

Provisian
provisian.com

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
ModelRisk

ModelRisk

Vose Software

Categories

Wealth Management Supported

Categories

Wealth Management Supported

Integrations

Ally Invest Not Supported
Authorize.Net Not Supported
CITI Unify Not Supported
Charles Schwab Not Supported
Chase Business Complete Banking Not Supported
Fidelity Not Supported
Robinhood Not Supported
SoFi Not Supported
Vanguard Not Supported
Wells Fargo Business Checking Not Supported
ecotime Not Supported

Integrations

Ally Invest Supported
Authorize.Net Supported
CITI Unify Supported
Charles Schwab Supported
Chase Business Complete Banking Supported
Fidelity Supported
Robinhood Supported
SoFi Supported
Vanguard Supported
Wells Fargo Business Checking Supported
ecotime Supported
Claim Dimply and update features and information
Claim Dimply and update features and information
Claim Provisian and update features and information
Claim Provisian and update features and information