Powder Product Details
About
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.
Detailed Information
Powder Reviews (12)
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Katheryn Sipes
November 1, 2025
Customer service is responsive and helpful.
Laron Orn
November 1, 2025
Excellent customer support and reliable service.
Dasia Erdman
November 1, 2025
Excellent customer support and reliable service.
Dr. Felicity Langosh Jr.
November 1, 2025
Best investment we made this year. Highly satisfied.
Gerard Bergnaum
November 1, 2025
Great value for money. Worth every penny.
Lemuel Upton Jr.
November 1, 2025
Well-designed interface and powerful features.
Jose Bruen
November 1, 2025
Great tool! Exactly what we needed for our workflow.
Kavon Gleason
November 1, 2025
Switched from our old tool and never looked back.
Graham Waelchi
November 1, 2025
Love the integration options. Works perfectly with our stack.
Gina Greenholt
November 1, 2025
Best investment we made this year. Highly satisfied.
Eliseo Gutkowski I
November 1, 2025
Really impressed with the features and ease of use.
Kobe Windler Jr.
November 1, 2025
Had some issues with reliability and uptime.
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