How It Works
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.
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.
Capital Market Assumptions
Security Classification
Target Allocation
Fee Comparison
Implementation
Private Assets
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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.
