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Average Ratings 0 Ratings

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ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

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

Pricing Details

US$7.5/month/user
Free Trial
Free Version

Pricing Details

$75 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BoraSystems

Founded

2002

Country

Chile

Website

www.borasystems.com

Vendor Details

Company Name

Provisian

Website

provisian.com

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