Powder

First Foundation has transformed its client service with real-time insights. Read the full case study here

AI Agent for Precise

Document

Meeting

Analysis

Use Cases

Rapidly build proposals, aggregate external assets, and understand estates.

Benefits

Cut down tedious tasks by 95%, freeing up time to deliver exceptional service to your clients.

Book Demo

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Demo

Why Powder

Turn Unorganized Information into High Quality and Actionable Data

ELIMINATE MANUAL LABOR

FOCUS ON CLIENTS

SCALE WITH AI

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 customer.

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

SOC2 II Type 1

Effective controls meeting industry standards for security assurance.

Pending

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.

“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
“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
"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
“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
“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
"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
“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
“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
"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
“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
“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
"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
“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
“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
"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
“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
“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
"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
“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
“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
"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
“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
“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
"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

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Book Demo

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