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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.
Description
Solvas Digitize is a comprehensive data extraction and document automation platform built to streamline the processing of highly complex financial documents. It receives documents from multiple sources, normalizes information across inconsistent formats, and applies a dynamic decision-tree workflow to surface missing or unclear data. Whether processing spreadsheets, emails, notices, contracts, or memos, Solvas Digitize achieves exceptional accuracy in transforming raw inputs into structured, validated outputs. Operations teams gain full visibility into extraction status, quality checks, and downstream activities — all from a single interface. As a managed service, it enables businesses to adopt advanced AI-driven document processing without heavy infrastructure costs. CTOs benefit from scalable AI capabilities, while COOs can reduce reconciliation expenses and redeploy teams to more value-driven analysis. Solvas Digitize also feeds normalized data into downstream reporting systems, helping firms accelerate financial reporting, compliance checks, and performance insights. With high configurability and instant access to digitized data, it becomes a foundational tool for organizations seeking more efficient and accurate document workflows.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$500 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Powder
Country
United States
Website
www.powderfi.com
Vendor Details
Company Name
Alter Domus Data Solutions Inc.
Country
United States
Website
www.solvassolutions.com/solvas-digitize/
Product Features
Product Features
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
