Aggregate external and international accounts without manual entry
Backfill historical data to show previous values and performance
Grow wallet share by demonstrating the benefit of consolidation
Ensure 99% accuracy with automatic reconciliation
Save 95% of the time to focus on client service
Audit the data with review functionality and historical logs
How It Works
Extract and sync outside account holdings and transactions
Upload held away statements to instantly extract holdings and transactions — date, type, currency, quantity, price, and value — all ready for your portfolio system
STEP 1
Parse
Powder’s document super agent will accurately parse both holdings and transactions from PDFs, images, faxes, xls and scans into structured, accurate data
STEP 2
Integrate
Seamlessly move data into third-party systems to aggregate held away assets and backfill historical transactions
