99%+ Accurate Document Al Agent
99%+ Accurate Document Al Agent
99%+ Accurate Document Al Agent
Brokerage, 401k, IRA, Private Assets, Balance Sheets, Vesting, Estate, Wills, Tax, Insurance, Asset Decks and more
Brokerage, 401k, IRA, Private Assets, Balance Sheets, Vesting, Estate, Wills, Tax, Insurance, Asset Decks and more
Brokerage, 401k, IRA, Private Assets, Balance Sheets, Vesting, Estate, Wills, Tax, Insurance, Asset Decks and more
Investments
Faxes and Images
Missing Tickers
Multiple Accounts
Alternatives
Excel
Portfolio Reviews
Multilingual
Private Funds
Vesting Schedules
Estate Plans
Tax Returns
Insurance
Asset Deck
Use Cases
Simply drop in files to rapidly extract data, build proposals, and aggregate external assets
Benefits
Cut down tedious tasks by 95%, freeing up time to deliver exceptional service to your clients
Why Powder
Turn Unorganized Information into High Quality and Actionable Data
Benefits
Optimize Efficiency and Enhance Client Satisfaction
Deliver superior client service with faster operations and improved utilization for your firm’s resources
Cost Savings
Eliminate costly manual tasks performed by analysts and advisors
Customer Satisfaction
Consistently deliver high quality output across the organization
Reduced Errors
AI enabled and AI reviewed tasks result in better-than-human accuracy
Increased Productivity
Free up analysts for higher-value tasks like proactive client engagement
Time Savings
Reduce data extraction and entry time by 95%, validated by customers
Compliance
Ensure adherence to SEC/FINRA standards with built-in compliance features
Scalability
Grow efficiently with AI agents, rather than headcount
Security
Ensure data protection with advanced encryption and secure protocols
Security
Enterprise Security
Powder is built with security top of mind. Trusted by the largest and most regulated global institutions
Completed
Completed
SOC2 II Type 1
Effective controls meeting industry standards for security assurance
Completed
Completed
SOC2 II Type 2
Continued monitoring of industry standards for security assurance
Encrypted in Transit and at Rest
Data is always encrypted during transfer and storage for maximum protection
No Training On User Data
Your data remains private and is never used for model training
Testimonials
Testimonials
Explore client testimonials to gain insights into their experiences and how we've contributed to their success.
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."
Zane Keller, CFP
Ducere Wealth Management
"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”
Marcelo Vedovatto, CFA
SCS Financial
"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."
Mitchell Bratina, CFA
Chicago Partners
"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."
Ben Tuscai
Sunpointe Investments
"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."
Joe Matthews
GC Wealth
“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”
San Francisco based RIA
“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”
Menlo Park based RIA
Ready to Future-Proof Your Wealth Management Firm?
Ready to Future-Proof Your Wealth Management Firm?
Ready to Future-Proof Your Wealth Management Firm?
