Powder Description
Build proposals quickly, understand estates, and aggregate external assets. Reduce repetitive tasks by 95% and free up time to provide exceptional service to clients. AI agent that can read and analyze documents with the same accuracy as a human, but much more quickly. Organize portfolios automatically by account type, entity, number, tax status and asset classification. Our generative-AI-powered parser instantly converts PDFs, images, faxes, and scans into clean, structured data ready for analysis. Identify concentration risks within a portfolio. Demonstrate that reducing expenses will lead to better outcomes in the long term. Create a customized portfolio to align a portfolio with its long-term goals. Categorize assets with an expanding database of more than 40,000 public and privately held securities. Powder's chatbot offers instant, intelligent assistance with a variety of tasks. This increases productivity and access to information.
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Pricing
Pricing Starts At:
$500 per month
Integrations
No Integrations at this time
Company Details
Company:
Powder
Headquarters:
United States
Website:
www.powderfi.com
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Videos
Customer Support
Online
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