+
+

Related Products

  • Innoslate
    93 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • D&B Credit Insights
    Visit Website
  • MeridianLink Opening
    72 Ratings
    Visit Website
  • Jama Connect
    386 Ratings
    Visit Website
  • D&B Risk Analytics
    80 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • NINJIO
    416 Ratings
    Visit Website
  • ChatD&B
    Visit Website
  • Valant Behavioral Health EHR
    354 Ratings
    Visit Website

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.

About

Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Wealth advisors, family offices, and financial institutions that need to centralize client financial data, generate insights, and support smarter decision-making

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$75 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Provisian
provisian.com

Company Information

Sofistic.AI
Founded: 2023
Canada
www.sofistic.ai/

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth
Summit

Summit

Summit Wealth Systems
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
ModelRisk

ModelRisk

Vose Software
@RISK

@RISK

Lumivero
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Integrations

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

Integrations

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