Related Products
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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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About
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors, professional users, and anyone requiring a tool to transform their personal finances into insights
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Audience
Independent financial advisors and small-to-mid RIAs seeking a solution to engage clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$75 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationProvisian
provisian.com
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Company InformationSeeds
Founded: 2019
United States
useseeds.com
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Categories |
Categories |
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Integrations
Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
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Integrations
Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
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