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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Flowup is an easy-to-use platform that allows users to quickly become proficient in its various features. It offers secure cloud storage, ensuring that data remains safe from loss or unauthorized access. The system accommodates multiple access levels, enabling users to restrict information access based on specific roles. This helps to keep your team's efforts focused and prevents any potential misdirection in their tasks. Additionally, it allows for monitoring of employee hours and project contributions, ensuring deadlines are met consistently. Users can organize and manage tasks effectively through either a Kanban board or Gantt chart, keeping track of each task's status and facilitating material sharing while evaluating team performance all in one location. Flowup also provides tools for financial management, such as cash flow tracking, invoicing, budgeting, and monitoring the financial health of individual projects. Real-time financial reports are available to enhance daily operations. Ultimately, Flowup empowers you to oversee your company's operations, productivity, and finances seamlessly and online, making it the perfect solution for efficient management. With its comprehensive features, Flowup can significantly improve the way businesses operate.

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

$13 per month
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

Flowup

Founded

2015

Country

Brazil

Website

flowup.me/

Vendor Details

Company Name

Provisian

Website

provisian.com

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

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