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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.

About

We turn your customer conversations and documentation into valuable insights which drive performance and culture. Our cutting-edge technology combines human-level intelligence with machine-powered capability to support compliance, customer care, risk management and sales at scale. Every day regulated organisations engage with their customers across multiple communication channels. These interactions provide a valuable source of information for improving the customer experience, managing risks, training and sales. However, there’s so much data to process that it’s traditionally been an impossible task. Our bespoke analytics and automation tools break down this information at scale, with human-level intelligence and machine-powered capability. Whether it’s for everyday monitoring or past business reviews, our tools unlock valuable insights for driving performance, culture and risk management.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations and anyone in search of an AI agent to improve their precise document analysis operations

Audience

Speech and document analytics tool for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Powder
United States
www.powderfi.com

Company Information

Recordsure
Founded: 2012
United Kingdom
recordsure.com

Alternatives

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Powder and update features and information
Claim Powder and update features and information
Claim Recordsure and update features and information
Claim Recordsure and update features and information