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 -

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.