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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Explore a multitude of eco-friendly investment options spanning various asset categories. You can choose to invest in areas that ignite your passion or align with your values. Macroaxis is a cutting-edge yet user-friendly platform designed for personalized wealth optimization, offering tangible benefits through enhanced returns on investment for self-directed and socially-conscious investors. Our service empowers individuals to create effective long-term portfolios that thrive in any economic climate and across diverse markets. Leveraging both time-tested and emerging fintech advancements, we provide investors with an economical digital wealth advisory solution. Join a thriving community of over 100,000 satisfied users who have collectively crafted more than 20,000,000 optimal portfolios with Macroaxis, and enjoy unlimited access to our scalable wealth optimization engine. By choosing Macroaxis, you take a significant step towards aligning your investments with your values while optimizing your financial growth.

Description

Quickly develop proposals, consolidate external resources, and gain insights into estates. By minimizing tedious tasks by 95%, you'll have more time to provide outstanding service to your clients. Our AI agent reads and analyzes documents with human-like precision, but at a significantly faster rate. It automatically organizes portfolios based on account type, entity, number, tax status, and asset classification. The generative AI-driven parser rapidly transforms PDFs, images, faxes, and scans into structured, clean data ready for analysis. It can help pinpoint concentration risks within a portfolio and illustrate how cutting expenses can lead to improved long-term results. Tailor a portfolio to align with long-term objectives by creating a customized strategy. With an extensive database of over 40,000 public and private securities, assets can be categorized effectively. Additionally, Powder's chatbot offers immediate, intelligent support for various tasks, boosting productivity and enhancing access to necessary information while ensuring that users can focus on strategic decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$500 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Macroaxis

Founded

2006

Country

United States

Website

www.macroaxis.com

Vendor Details

Company Name

Powder

Country

United States

Website

www.powderfi.com

Product Features

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

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