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About
Protect your portfolios more effectively, raise more assets, test trade ideas and automate your daily risk tasks, all in a single platform. Grow your business, organize client information, comply with regulators and prepare recommendations in a fully automated fashion. Automate workflows to help you grow your business, integrate liquid and illiquid investments, and streamline your family reporting. We are the leading provider of investment workflows, enabling money managers with a platform that is fully integrated with our powerful forward-looking risk engine. Our workflows automatically analyze, organize and securely distribute portfolio reports and alerts, saving our clients valuable time. More precision to protect your investments: Powerful calculation engine designed to analyze portfolios ranging from simple equities to more complex multi-asset, long/short portfolios. Thousands of forward-looking portfolio outcomes are simulated in seconds.
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About
Rapidly build proposals, aggregate external assets, and understand estates. Cut down tedious tasks by 95%, freeing up time to deliver exceptional service to your clients. An AI agent that reads and analyzes documents with human-level accuracy, but much faster. Automatically organize portfolios by account type, number, entity, tax status, and asset classification. Our generative-AI-powered parser instantly converts PDFs, images, faxes, and scans into clean, structured data ready for analysis. Identify concentration risk within a portfolio. Demonstrate how reducing expenses can lead to better long-term outcomes. Align a portfolio's long-term goals by creating a custom portfolio. Categorize assets using an expanding database of over 40,000 public and private securities. Powder's chatbot provides instant, intelligent assistance for a wide range of tasks, enhancing productivity and accessibility to information.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Money managers searching for a multi-asset risk engine solution to analyze, organize and manage their investments
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Audience
Organizations and anyone in search of an AI agent to improve their precise document analysis operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$500 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEverysk
Founded: 2016
United States
www.everysk.com
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Company InformationPowder
United States
www.powderfi.com
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Categories |
Categories |
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Financial Risk Management Features
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Hedge Fund Features
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Risk Management Features
Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
Internal Controls Management
IT Risk Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment
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Integrations
Addepar
Blueleaf
Intrinio
Thomson Reuters Compliance Learning
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