Demo
Demo
Documents AI
Documents AI
An AI agent that reads and analyzes documents with human-level accuracy, but much faster!
Automatically organize portfolios by account type, number, entity, tax status, and asset classification.
Parse
Our generative-AI powered parser instantly converts PDFs, images, faxes, and scans into clean, structured data ready for analysis.
Brokerage
Estate
Enrich & Analyze
Extract data in your preferred format.
Brokerage
Estate
Enrich & Analyze
Gain a comprehensive view of client holdings by analyzing private assets.
Chat With Your Data
Powder's chatbot provides instant, intelligent assistance for a wide range of tasks, enhancing productivity and accessibility to information.
Benefits
Benefits
Optimize Efficiency and Enhance Client Satisfaction
Deliver superior client service with faster operations and improved utilization for your firm’s resources.
Cost Savings
Eliminate costly manual tasks performed by analysts and advisors.
Customer Satisfaction
Consistently deliver high quality output across the organization.
Reduced Errors
AI enabled and AI reviewed tasks result in better-than-human accuracy.
Increased Productivity
Free up analysts for higher-value tasks like proactive client engagement.
Time Savings
Reduce data extraction and entry time by 95%, validated by customer.
Compliance
Ensure adherence to SEC/FINRA standards with built-in compliance features.
Scalability
Grow efficiently with AI agents, rather than headcount.
Security
Ensure data protection with advanced encryption and secure protocols.
Security
Security
Enterprise Security
Powder is built with security top of mind. Trusted by the largest and most regulated global institutions.
Pending
Pending
SOC2 II
Effective controls meeting industry standards for security assurance.
Encrypted in Transit and at Rest
Data is always encrypted during transfer and storage for maximum protection.
No Training On User Data
Your data remains private and is never used for model training.
Documents and Meetings AI
What’s included
GenAI Document Parsing
Tax Efficient Implementation
Data Download and Porting
Target Allocations
Meetings AI - summaries, transcripts, actions
Custom Capital Market Assumptions
Fee Comparison
Top Drivers of Risk
Yearly Subscription Pricing
Yearly Subscription Pricing
Yearly Subscription Pricing
$1,250
$1,250
/month
/month
Book Demo
Meetings AI Included
Testimonials
Testimonials
Testimonials
Explore client testimonials to gain insights into their experiences and how we've contributed to their success.
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
Catalytic Wealth & General Catalyst
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai, Sunpointe Investments
Ready to Future-Proof Your Wealth Management Firm?
Ready to Future-Proof Your Wealth Management Firm?
Ready to Future-Proof Your Wealth Management Firm?
