powderfi.com - AI Agent for Precise Document and Meeting Analysis

powderfi.com AI Agent for Precise Document and Meeting Analysis

What is powderfi.com?

Powder is an AI agent designed to streamline operations for wealth management firms. It leverages advanced artificial intelligence to analyze documents and meetings, transforming raw data into actionable insights.

By automating tedious tasks such as data extraction and entry, Powder significantly reduces manual labor, enabling analysts and advisors to focus on higher-value activities like client engagement and service delivery. The platform ensures data protection with robust encryption and secure protocols, adhering to industry standards like SOC2 compliance.

Features

Document Analysis: Rapidly build proposals, aggregate external assets, and understand estates.
Meeting AI: Provides transcripts, summaries, action items, assistant, mind-map, and insights from meetings.
Data Extraction: Reduces data extraction and entry time by 95%.
Asset Classification: Classifies assets accurately for better portfolio management.
Cost Basis/Unrealized Gain: Provides analysis of cost basis and unrealized gains.
Security: Offers data encryption in transit and at rest, with SOC2 compliance.
Chatbot Assistant: Provides an AI assistant for quick queries and support.

Use Cases

Rapid proposal building
External asset aggregation
Estate understanding
Portfolio review slide generation
Client portfolio weighting calculation
Prospect analysis

FAQs

What kind of documents can Powder process?

Powder can process PDF Brokerage documents, PDF Estate documents and with additional functionalities planned for images/scans, website downloads, handwritten notes, and Excel files.
What security measures does Powder have in place?

Powder is built with enterprise-level security, including encryption in transit and at rest. It is SOC2 II Type 1 compliant, with Type 2 compliance pending. Powder also ensures that your data is never used for model training.
What is included in the Meetings AI feature?

Meetings AI includes transcripts, summaries, action items, an assistant, a mind-map, and insights. It's priced separately from the document analysis plans.