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Provisian's target audience is primarily financial advisors seeking a comprehensive and modern platform to manage client portfolios, perform scenario analysis, and enhance client communication. They specifically mention targeting the "next generation of financial advisors" preparing for the "Great Wealth Transfer." The platform's features and messaging suggest they are also open to serving individual investors.
Provisian's primary market is the US, followed by Canada, indicating a focus on North America. They also target English-speaking countries like the UK and Australia, along with Germany in the EU.
United States
Canada
United Kingdom
Australia
Germany
Primary age group concentration shows strong presence in:
31-35
Most active age range
Provisian's target users typically belong to households of 2-4 people and have medium to high income levels, reflecting their financial planning needs.
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