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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

Soborro Portfolio Risk Profiler is an online portfolio analysis platform for examining how investment allocations may behave under different economic and market conditions. Users define a portfolio, choose long-term economic scenarios and compare projected outcomes across scenario paths. Results show potential gains and losses and help users examine how exposures to equities, interest rates, inflation, credit and other modeled factors contribute to portfolio risk. Asset managers, investment researchers and professionals advising pension funds and insurers can use the analysis to compare allocations, test investment assumptions, support portfolio construction and assess risk over longer planning horizons. Scenario results support investment research and client analysis. Portfolio Risk Profiler is delivered as a cloud service with subscription access.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Asset managers, consultants, financial advisors, and individual investors

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$500 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$199/month
Standard subscription: $199 per month.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Powder
United States
www.powderfi.com

Company Information

Soborro Research
Founded: 2020
United Kingdom
www.soborro.com/products/risk-profiler

Alternatives

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA
Diversiview

Diversiview

LENSELL

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 Soborro Portfolio Risk Profiler and update features and information
Claim Soborro Portfolio Risk Profiler and update features and information