OpenSolutionOpenfinance
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Related Products
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About
OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
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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.
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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
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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
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Audience
Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
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Audience
Investors, professional users, and anyone requiring a tool to transform their personal finances into insights
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$75 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationOpenfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
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Company InformationProvisian
provisian.com
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Categories |
Categories |
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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
Vertalo
Supported
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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
Vertalo
Not Supported
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