PowderFi

Koyfin Uplevels Fintech Platform with Powder's API. Learn more here.99%+ Accurate Document Al AgentBrokerage, 401k, IRA, Private Assets, Balance Sheets, Vesting, Estate, Wills, Tax, Insurance, Asset Decks and moreInvestmentsFaxes and ImagesMissing TickersMultiple AccountsAlternativesExcelPortfolio ReviewsMultilingualPrivate FundsVesting SchedulesEstate PlansTax ReturnsInsuranceAsset DeckUse CasesSimply drop in files to rapidly extract data, build proposals, and aggregate external assetsBenefitsCut down tedious tasks by 95%, freeing up time to deliver exceptional service to your clientsCase StudyQuoteQuoteQuoteCase StudyCase StudyCase StudyQuoteCase StudyWhy PowderTurn Unorganized Information into High Quality and Actionable DataBenefitsOptimize Efficiency and Enhance Client SatisfactionDeliver superior client service with faster operations and improved utilization for your firm’s resourcesCost SavingsEliminate costly manual tasks performed by analysts and advisorsCustomer SatisfactionConsistently deliver high quality output across the organizationReduced ErrorsAI enabled and AI reviewed tasks result in better-than-human accuracyIncreased ProductivityFree up analysts for higher-value tasks like proactive client engagementTime SavingsReduce data extraction and entry time by 95%, validated by customersComplianceEnsure adherence to SEC/FINRA standards with built-in compliance featuresScalabilityGrow efficiently with AI agents, rather than headcountSecurityEnsure data protection with advanced encryption and secure protocolsSecurityEnterprise SecurityPowder is built with security top of mind. Trusted by the largest and most regulated global institutionsCompletedSOC2 II Type 1Effective controls meeting industry standards for security assuranceCompletedSOC2 II Type 2Continued monitoring of industry standards for security assuranceEncrypted in Transit and at RestData is always encrypted during transfer and storage for maximum protectionNo Training On User DataYour data remains private and is never used for model trainingTestimonialsTestimonialsExplore client testimonials to gain insights into their experiences and how we've contributed to their success."Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."Zane Keller, CFPDucere Wealth Management"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”Marcelo Vedovatto, CFASCS Financial"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."Mitchell Bratina, CFAChicago Partners"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."Ben TuscaiSunpointe Investments"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."Joe MatthewsGC Wealth“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”San Francisco based RIA“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”Menlo Park based RIA"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."Zane Keller, CFPDucere Wealth Management"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”Marcelo Vedovatto, CFASCS Financial"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."Mitchell Bratina, CFAChicago Partners"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."Ben TuscaiSunpointe Investments"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."Joe MatthewsGC Wealth“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”San Francisco based RIA“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”Menlo Park based RIA"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."Zane Keller, CFPDucere Wealth Management"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”Marcelo Vedovatto, CFASCS Financial"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."Mitchell Bratina, CFAChicago Partners"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."Ben TuscaiSunpointe Investments"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."Joe MatthewsGC Wealth“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”San Francisco based RIA“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”Menlo Park based RIA"Powder has not only allowed us to be more efficient in reviewing and presenting portfolio recommendations to prospects and clients, but as they have added new ways to pull information from different document types, we have been able to enhance other areas of the client experience as well."Zane Keller, CFPDucere Wealth Management"Our business model at SCS is predicated on providing white-glove service to the ultra-high-net-worth and family office community. Powder has been instrumental in helping us deliver on this commitment by enabling our people to work more efficiently and focus on delivering comprehensive and insightful investment analysis to enhance our client experience.”Marcelo Vedovatto, CFASCS Financial"Powder’s decision to expose their API has been a game-changer. They've packaged up their already excellent document processing into an extremely easy-to-use format. It does what we want it to do and lets us drive. On the Chicago Partners side, we can process and create proposals for prospects at a rate we wouldn't have thought possible a year and a half ago."Mitchell Bratina, CFAChicago Partners"Instead of inputting numbers into Excel to figure out weightings for a client's portfolio, Powder creates that for us for multiple statements in minutes. This allows us to spend more time on clients' needs and less time being a calculator."Ben TuscaiSunpointe Investments"Powder drives several front and back-end tasks, enabling us to optimize our time for more productive activities. Their instantaneous review capabilities significantly enhance the speed and accuracy of our advice and we are excited to see the platform evolve. Powder's team uniquely understands our industry and advisor needs making for mutually beneficial partnership."Joe MatthewsGC Wealth“Typically, manually parsing a statement can take between 30 minutes on the short end to upwards of 2-3 hours on the high end. The Primary task we’re now able to complete is the analysis for the prospect in a super efficient and timely manner. Our turnaround times have dramatically increased as the result of Powder.”San Francisco based RIA“Parsing and analysis normally takes 4-5 hours per document. Those 4-5 hours are so draining when you want to focus on building a book, rather than mind numbing tedious tasks.”Menlo Park based RIAReady to Future-Proof Your Wealth Management Firm?Book DemoAbout UsPrivacy PolicyTOSSecurityAI FAQREFERRAL PROGRAM --- About UsPowder's mission is to democratize access to wealth with generative AI. Backed by leading investors and built by seasoned professionals in technology and finance, we are committed to pioneering solutions that enhance financial services.TeamSoo Yung ChoCTO & Co-FounderDominic TullyCRO & Co-FounderDavid GoerzCIO & Co-FounderAlex LeungPrincipal Engineer & Co-FounderKanishk ParasharCEO & Co-FounderDaniel HernandezSVP, GTMTaeho KimFounding UXETeaseung KimFounding EngineerSelect Advisors and InvestorsDavid MeisterHead of Enterprise Sales, AddeparJamie SignorileHead of Enterprise Sales Engineering, AddeparLaks SriniCo-Founder & CTO Zerodown, ZenefitsRobin MelnickAdvisor & Former CRO, VanillaJon XuCo-Founder & CTO FutureAdvisor (acq Blackrock)Bryant ChouCo-Founder & CTO WebflowBacked byReady to Future-Proof Your Wealth Management Firm?Book DemoAbout UsPrivacy PolicyTOSSecurityAI FAQREFERRAL PROGRAMKoyfin Uplevels Fintech Platform with Powder's API. Learn more here. --- Case StudyKoyfin Uplevels Fintech Platform with Powder's APITypeFintechFounded2016Employees30Notable ClientsCharles Schwab, Blackrock, Hightower, IEQ, Fidelity, RitholtzAccounts Per Year10,000+CompetitorsYCharts, Factset, Bloomberg, Yahoo FinanceWith Powder, Koyfin has seen:98%Reduction in Turnaround Times10,000Projected Documents Per Year1 WeekTime to IntegrateThe ChallengeInconsistent and delayed third-party toolsKoyfin recognized a pressing need to overhaul their document processing when the third-party tool they were using consistently underperformed with regard to accuracy and efficiency, especially with faxes and scans. Extended processing times, often exceeding 72 hours, coupled with unreliable data extraction accuracy, led to delays in providing timely financial insights to their clients. Equally problematic, many securities were not recognized or mapped correctly, which meant that holdings came through with missing or inaccurate tickers. These issues not only hampered operational flow and required manual review and correction, but they also directly impacted client trust and satisfaction, prompting an urgent search for a more dependable solution.The GoalsImproved accuracy and speed for clientsKoyfin's primary objective was to streamline their document processing to facilitate quicker decision-making and deliver real-time financial insights. They required a solution that could:Significantly reduce processing turnaround times to enhance operational agility.Ensure high data accuracy to maintain client confidence and enhance analytical outputs.Scale with their expanding document volume to support projected growth to 10,000 documents per year.The ResultsBetter service and client outcomesBy integrating Powder's state-of-the-art API, Koyfin achieved transformational results in their document management processes:Accelerated Turnaround: Cut document processing times from days to an average of 30 minutes, allowing for near-instantaneous data availability.Improved Accuracy: Placeholder for specific improvement percentage ensuring client reports and insights are more reliable and actionable.Resource Optimization: Freed up internal resources to refocus on enhancing Koyfin’s portfolio analytics capabilities and client service model.Enhanced Client Experience: Placeholder for improved client satisfaction metrics and growth in customer base post-integrationKoyfin's successful integration of Powder's API represents a significant enhancement to their operating model, setting a benchmark for reaction speed and precision in financial document processing. The new AI architecture means Koyfin can spend less time on troubleshooting data quality issues and more time building the core product. This provides users a faster, more reliable path from document upload to portfolio analysis.About the FirmKoyfin is a premier fintech platform that is transforming the way investors access and analyze financial data. The platform offers a robust suite of tools that encompass detailed portfolio analytics, market dashboards, and financial visualizations, catering to both individual and institutional investors. Known for its intuitive and modern interface, Koyfin is designed to deliver a seamless user experience with real-time data insights and customizable features for both individual investors and financial advisors."Powder handles the nitty-gritty of accurately converting brokerage statements into PDFs, so we don't have to worry about that workflow and can focus on what we're good at."Rob KoyfmanCEO & FounderReady to Future-Proof Your Wealth Management Firm?Book DemoAbout UsPrivacy PolicyTOSSecurityAI FAQREFERRAL PROGRAMKoyfin Uplevels Fintech Platform with Powder's API. Learn more here. --- Koyfin Uplevels Fintech Platform with Powder's API. Learn more here.Powder ToGoDeploy Powder AI agents anywhere you work—any platform, any workflow. Eliminate manual tasks at the source. Empower your team to overdeliver, every timeHow It WorksConnect with PowderSecure login from your favorite tools across your software stackSOC 2 compliant with security and privacyUtilize Your Powder AgentPowder’s document analysis agent automatically steps in where neededInvestment details from your files are populated directly into your third party softwareBenefitsEliminate manual document entry in all the tools you already useAccelerate innovation with an AI-driven cultureScale faster while increasing your bottom lineUse CasesGenerate ProposalsNatively populate investment data into platforms you use to generate proposalsConsolidate AccountsConsolidate held-away accounts in your reporting software simply by dropping in filesIntegrate WorkflowsLeverage Powder in your planning, estate, and tax software to connect clients' assetsAre you manually typing in statement data into your software and want Powder's help?NameFirmEmailDescribe your use caseMy software stackAddeparOrionBlack DiamondeMoneyMorningstarEnvestnetMoneyGuideProNitrogenOthersSubmitAbout UsPrivacy PolicyTOSSecurityAI FAQREFERRAL PROGRAM