About Powder
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 -
- Brokerage, tax and estate document parser thats fast and accurate.
- Meeting notetaker thats able to capture personalized insights.
- 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.
