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PowderSales platform for wealth advisors

Powder is an AI tool that helps wealth advisors rapidly create sales proposals that are personalized for each prospective client. Using LLMs, Powder is able to automate a series of manual tasks such as understanding documents and conversations to create mind-blowing analysis that builds immediate trust. Powder has 3 main features to automate sales workflows - 1. Brokerage, tax and estate document parser thats fast and accurate. 2. Meeting notetaker thats able to capture personalized insights. 3. Portfolio analysis tool that optimizes portfolio returns, risk and fees. Our app saves hours of time and creates a pinpoint proposal that lifts a firm's ability to win new business.

2024-01-22
Active
Early
W24
6
Fintech
United States of AmericaAmerica / CanadaRemotePartly Remote
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More About Powder

Powder - AI Agents for Precise Document Analysis

Revolutionize Your Document Analysis with AI

Key Features

  • Human-Level Accuracy: AI agents read and analyze documents faster than humans.
  • Automatic Organization: Organize portfolios by account type, number, entity, tax status, and asset classification.
  • Generative-AI Powered Parser: Instantly convert PDFs, images, faxes, and scans into structured data.
  • Chat With Your Data: Powder's chatbot provides instant, intelligent assistance.
  • Compliance: Built-in features ensure adherence to SEC/FINRA standards.
  • Enterprise Security: Advanced encryption and secure protocols protect your data.

Use Cases

  • Proposal Building: Rapidly build proposals and aggregate external assets.
  • Estate Understanding: Gain insights into estates with precise document analysis.
  • Client Engagement: Free up time for proactive client engagement by reducing tedious tasks.

Pricing

  • Yearly Subscription: $500/month/seat
  • View-Only Access: $100/month

Teams

Powder's team uniquely understands the wealth management industry and advisor needs, making for a mutually beneficial partnership. Trusted by the largest and most regulated global institutions, Powder ensures data protection with advanced encryption and secure protocols.