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Description
EasyPlanEx is an advanced PC tool that allows you to assess, optimize and document investment projects. It has a bilingual interface in English and Spanish.
It is a self contained non-spreadsheet program that solves five major problems associated with the use of spreadsheets.
1. It evaluates thousands of scenarios instead of only evaluating one project configuration.
2. Its optimization feature allows you to find the best configuration of the project, the one that maximizes its net present value (or another project indicator).
3. It performs Monte Carlo risk analysis by considering probabilities of uncertain variables instead of only considering given values.
4. Instead of using formulas that can hide errors, the model is constructed using statements such as Sales=Volume*Price.
5. The transparent model and documentation feature facilitate teamwork and reviews at the upper levels.
This improves project analysis and increases profitability.
Description
Provisian offers a streamlined solution for developing financial plans, managing risk, and delivering financial advice through a single, cohesive platform. Users can replicate market scenarios to effectively mitigate risk and make sound choices. With the ability to connect effortlessly to more than 11,000 financial institutions, Provisian enhances collaboration with clients and monitors performance efficiently. The platform is backed by a dedicated support team, accessible anytime and anywhere. Clients can maintain strong connections through an extensive financial profile that anticipates outcomes, reduces risks, and supports smarter decision-making. Communication is made easier with a centralized portal and user-friendly reporting features. Investment strategies can be crafted to align with each client's unique risk appetite and goals. Users are empowered to visualize and manipulate the underlying assumptions influencing projected results. Monte Carlo simulations can be executed to aid in making wise financial decisions, while thousands of innovative simulations help pinpoint the most likely outcomes. By leveraging these powerful tools, financial professionals can gain deeper insights into market dynamics and client needs.
API Access
Has API
No
API Access
Has API
No
Integrations
Ally Invest
No
Authorize.Net
No
CITI Unify
No
Charles Schwab
No
Chase Business Complete Banking
No
Fidelity
No
Robinhood
No
SoFi
No
Vanguard
No
Wells Fargo Business Checking
No
Integrations
Ally Invest
Yes
Authorize.Net
Yes
CITI Unify
Yes
Charles Schwab
Yes
Chase Business Complete Banking
Yes
Fidelity
Yes
Robinhood
Yes
SoFi
Yes
Vanguard
Yes
Wells Fargo Business Checking
Yes
Pricing Details
US$7.5/month/user
Pro: US$25/month/user
Star: US$41.5/month/user
Star: US$41.5/month/user
Free Trial
Yes
Free Version
No
Pricing Details
$75 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BoraSystems
Founded
2002
Country
Chile
Website
www.borasystems.com
Vendor Details
Company Name
Provisian
Website
provisian.com
