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 Markets don’t wait, and outdated valuations can throw off your proposals.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!
Exciting!
Founding Team @ Powder (YC W24) | AI Agents for Wealth Advisors | Engineering Leader | Modern Health, Vida Health Alum
2moExcited for all the features coming in 2025!