Provisio Desktop

Provisio Desktop is a powerful adviser tool that lets you add value quickly and easily for any client, no matter how simple or complex their scenario. Provisio also enables you to shift the focus from 12-month performance to something entirely more useful: How the client is tracking toward their retirement goals.

Provisio Technologies created the industry's first TTR optimiser that exported strategy results to Microsoft Word. Today, Provisio Desktop supports a range of advice topics, and it exports strategy results to Microsoft Word SoAs, PDF client forms, and Excel. Today, it's the perfect solution for an IFA who needs a powerful modeling tool that's simple enough to show a client, as well as a proven solution for call centres throughout the super industry who provide defined scope or intra-fund advice.

Provisio Dashboard

Advice Topics

Provisio's advice topics include:

  • Retirement Adequacy, which determines a client's preparedness for retirement including Centrelink and Pensions;
  • Transition to Retirement, which optimises a TTR strategy for those 55 and over;
  • Contributions Optimiser, which determines the best combination of concessional and non-concessional contributions
  • Investment Choice, which recommends the best portfolio based on a client's position and expectations
  • Insurance, which considers the client's position and requirements to recommend Life, TPD, and IP cover amounts

Advice modules can be used independently or together - so you can simply choose the ones you need. As with all Provisio solutions, Provisio Desktop is backed by the power of the Provisio calculation engine to deliver consistent, reliable, and accurate financial advice. Smaller organisations and IFAs usually use Provisio Desktop as their complete advice solution. Larger organisations often start with a few Provisio Desktop implementations, and scale up to fully integrated call centre and web self-service advice — without having to replace their advice systems and processes.

Share this page