Case Study

How OnePoint BFG saves 50 hours per week with Powder and Nitrogen

AUM

$15 Billion

Founded

1985

Employees

180+

Clients

7,900+

Accounts

30,000+

Technology

Powder, Nitrogen, Orion, LifeYield

With Powder and Nitrogen, OnePoint has seen:

50+

Hours Saved per Week

10%

More Prospects Served per Month

50%

AUM Growth in Past 12 Months

The Challenge

Time consuming data entry limited scale

Before adopting Powder and Nitrogen, OnePoint relied on a manual, labor-intensive process to analyze prospective client portfolios. Nearly 20 team members were tasked with reviewing incoming financial statements and re-keying holdings data, including cost basis, unrealized gains and losses, tax status, and asset allocation, into investment research tools.

While the resulting proposals were thorough, the process was slow, error-prone, and costly. Advisors spent hours on repetitive data entry instead of higher-value work such as portfolio construction, client strategy, and relationship development. As prospect volume increased, the firm faced a clear constraint: growth was limited by operational bandwidth.

The Integration

Best-of-breed technology, purpose-built for advisors

To modernize its prospect workflow, OnePoint implemented an integrated solution combining Powder’s document intelligence with Nitrogen’s portfolio analytics.

Advanced document intelligence

Most prospective client documents arrive in imperfect formats such as scans, faxes, photos, and statements with handwritten notes or inconsistent layouts. Traditional LLMs and off the shelf screen scrapers struggle with this level of variability.

Powder was purpose-built for these conditions. Its multi-stage AI pipeline applies OCR to digitize text, then uses a financial-domain-trained language model to interpret holdings data across custodians and statement types. The system layers in auditing, enrichment, and formatting logic to ensure outputs are accurate, complete, and analysis-ready. Tickers are instantly assigned and verified, accounts are tagged with registration types, custom pivot tables are created on the fly, and asset classes are mapped to OnePoint's existing classifications. The result is clean, structured data extracted reliably from even the most complex or low-quality documents.

Instant portfolio analytics

With a single click, parsed data flows from Powder directly into Nitrogen. Advisory teams can immediately run portfolio risk analysis, stress testing, and proposal modeling, all without manual intervention. What once took hours or days now happens as soon as prospect statements are received.

The Results

A scalable, advisor-first proposal engine

By onboarding Powder and integrating it with Nitrogen, OnePoint established a seamless, end-to-end workflow from document intake to client-ready analysis. Critical financial data is automatically extracted, standardized, and delivered in a branded, formatted output — ready for immediate use in proposals and reports.

Measurable impact

Time Efficiency: Approximately 50 hours saved per week, allowing advisors to focus on planning, business development, and client engagement

Increased Client Capacity: Ability to serve 10% more prospects per month without adding headcount

Firm Growth: 50% increase in assets under management over the past year

The firm transformed document processing from a bottleneck into a competitive advantage, accelerating response times while maintaining analytical rigor.

About the Firm

OnePoint BFG is a wealth management firm serving high-net-worth individuals and corporate executives. It has been recognized by Barron's and Forbes as one of the top 100 RIA firms in the country. The firm combines comprehensive financial planning and investment advisory services with technology, enabling workflows to support portfolio management, analysis, and client reporting.

"An advisor recently received seven redacted statements from an $8M prospect for a meeting the very next day. The advisor requested a few high level bullet points about the portfolio given the short turnaround. Instead, we dropped the statements into Powder and delivered a fully built, client-specific proposal in hours. Without Powder’s automated statement parsing and formatted data extracts, this would have been impossible. As a result, we exceeded expectations, looked like superheroes in a critical moment, and ultimately won the client for OnePointBFG."

"Powder’s decision to expose their API to integration partners has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It just does what we want it to do and lets us drive. On the Chicago Partners side, we are able to process and create portfolio proposals for prospects at a rate we wouldn't have thought possible a year and a half ago. On the FinTurk side, the partnership with Powder has streamlined our offering, and we are very excited to share these new capabilities with other advisors."

Steve Kuhn

Executive Director of Investment Policy, OnePoint BFG

Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). OnePoint BFG is not affiliated with Powder or Nitrogen and no compensation for this content was made by OnePoint BFG.

The ideas and opinions expressed do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Readers should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided. This case study and its authors are not current clients of OnePointBFG and are not being compensated for providing this endorsement. For more information regarding OnePoint BFG including important disclosures, please visit https://adviserinfo.sec.gov/