Powder

Zane Keller, CFP® and the broader First Foundation Inc. team have been incredible partners. We are excited to release our case study, highlighting how they leverage Powder to extract real-time analysis and comprehensive insights from financial documents. Read the full case study here: https://lnkd.in/grzAuknj

We are looking forward to the T3 Technology Tools for Today conference next week in Dallas! Stop by booth 715 to see the latest from Powder. #T32025 #GenerativeAI #Fintech

We are thrilled to announce our case study with Sunpointe Investments! As one of our initial clients, Angela Pompian and team have leveraged Powder from the start to automate document extraction and analysis. By uplifting their operations with AI, they can now spend more time providing excellent service to their clients and prospects. Read the full case study here: https://lnkd.in/gPuv2Cs3

We’re thrilled to unveil End of Day (current) Valuations in Powder—a game-changer for advisors like you! Ever received statements from a prospect that are weeks (or months!) old? Markets don’t wait, and outdated valuations can throw off your proposals. The best advisors know this and spend hours manually updating asset prices. But why waste time when there’s a smarter way? With Powder, updating valuations is now as easy as a single click. Just toggle the "Current price" button in the top-right corner, and voilà! The onscreen valuations and CSV downloads will reflect up-to-date market prices. Precision has never been simpler—or faster!

As we kick off 2025, we’re proud to announce that Powder is now SOC 2 Type I certified ✅🔒 This milestone isn’t just a checkbox—it’s proof of our commitment to building secure, efficient AI-driven solutions for financial advisors. In an industry where trust is everything, SOC 2 certification shows that we’re meeting the highest standards of data security and reliability. 🙌 HUGE thanks to our small but mighty team for making this happen and to our clients for believing in what we’re building. We’re just getting started!

We have a great partnership with BakerAvenue Wealth Management. Tom Ngo, CFP®, Hannah Kim, and the broader team are fantastic to work with and have been instrumental to our growth! If you are a financial advisor and would like to learn how Powder can help automate your business, visit www.powderfi.com.

Game-Changer Alert: Powder Now Parses Private Asset Capital Statements! We get it—prospects hand you private capital statements that are all over the place, and there’s no system out there to handle these ad-hoc, a la carte documents. Until now! With Powder, you can now parse private asset capital statements directly in the app. No more juggling manual data wrangling. Simply upload those statements, and Powder will work its magic, synthesizing the data seamlessly into proposals or sync them to your favorite proposal generator. -Your Powder Team

Today, we announce our API integration with Addepar! The best way to win a new client is to treat them like one. One major way to accomplish that is to show their REAL data in Addepar. Step 1: Setup your API key under "Settings -> Integrations" Step 2: Pick a portfolio and tap the "sync" button under "Addepar Integration" in the right tray. Additionally, please note that: - Powder will not duplicate securities if they already exist in Addepar. - Powder will sync both public and private assets. - Powder will sync entities as well. Best, Powder Team PS - Contact us to enable the integration in your environment

We’re excited to welcome TK Taeho Kim as our new Principal Founding Engineer! 🎉 TK previously built RCI with Kanishk Parashar and Soo-Yung Cho, which was later acquired by Addepar. We’re thrilled to be reuniting with him as we build something extraordinary together again. With his expertise and a proven track record in the wealthtech space, TK is a perfect fit for our engineering team. We’re looking forward to the incredible impact he’ll have on our journey ahead. Welcome aboard, TK!

Hi Powder Community, The firms that use Powder have been beating down the door asking us to officially support private assets. Therefore, today we launch support for commitment based assets such as PE/VC. If your brokerage documents have PE/VC assets co-mingled with public equity and bonds, we'll automatically parse and display. Usecase by usecase, we are getting rid of manual work and one day we'll make your firm twice as efficient as today! Please note that you have to email us to turn on this feature. If you are a firm that can benefit from this feature, please feel free to setup a demo from our site. Thank you, Powder Team