Present tailored analysis by understanding a prospect's granular investment details
Focus on client service and delivering advice while saving 95% of your time on tedious, manual tasks
How It Works
Replace manual copying and pasting with an AI agent that accurately reads and analyzes documents
Automatically organize portfolios by account type, number, entity, tax status, and asset classification
STEP 1
Parse
Our state-of-the-art generative-AI parser swiftly converts PDFs, images, faxes, and scans into structured, clean data, eliminating manual data entry and ensuring accuracy for immediate analysis
STEP 2
Enrich and Analyze
Produce comprehensive and clear analyses of allocation, risk, implementation plans, financial strategies, and more
Ticker Enrichment
Target Allocation
Capital Market Assumptions
Fee Comparison
Implementation
Private Assets
Download
STEP 3
Integrate
Seamlessly move holdings data into third-party systems to generate proposals or collect held away assets
STEP 4
Chat With Your Data
Powder's chatbot provides instant, intelligent assistance for a wide range of tasks, enhancing productivity and accessibility to information
Generate Proposal Deck
Create a compelling and trustworthy deck that showcases your firm
