Playbook

As we head into the holiday season, we wanted to share something special for the Powder community 🎁 We’re rolling out a limited-time referral promotion for current Powder clients: If you refer a connection who becomes a new Powder client, you’ll receive a $1,200 instant credit — up to 50% off your subscription total. How it works: ✅ Refer a firm by March 31, 2026 ✅ They can sign up as a new Powder client within 12 months of your referral ✅ Once they onboard, you receive the $1,200 credit (capped at 50%) If a firm comes to mind, feel free to DM their name + email, or have them book a demo (link in the comments) and mention your firm. Thank you for being part of Powder and for helping more firms automate manual work in wealth management. #WealthManagement #RIA #FinTech

Welcome to the team, Chantal Naugle! Prior to joining Powder, Chantal was a power user of our software at IEQ Capital. Now she's bringing her expertise and startup mentality to our team. With her inside knowledge of our software and deep understanding of the industry, Chantal has already made a significant impact on our go-to-market efforts by sharing the real world impact Powder has within an RIA. #fintech #wealthmanagement #generativeAI

Launch: Combine held away assets with Powder! Powder's newest AI Agent can parse public asset holdings AND transactions. Powder then transfers the data to downstream platforms such as portfolio management, financial analysis, and estate planning software. Here are the use cases: - Report on comprehensive, consolidated portfolios including external accounts and international custodians without data feeds - Backfill historical data on new clients to show previous values and performance - Grow wallet share by understanding accounts you can convert over Here are the immediate benefits: - Ensure 99%+ accuracy with automatic reconciliation - Save 95% of the time burned to focus on client service - Audit the data with review functionality and historical logs Schedule your demo today. Link in comments.

Imagine telling a client you can get back to them ✨same-day✨ with a full investment proposal in-hand. Powder allows you to reduce the tedious data extraction process by 95% with an AI-powered solution designed for precision in document analysis. Start transforming your productivity today with a free trial.

Clients feel the difference between “we’ll circle back next week” and “here’s what we see already.” Powder makes the second one possible by automating data extraction from any wealth management document. It’s the simplest way to look better, faster, and more prepared.

OnePoint BFG, a $15B RIA, was losing time to manual data entry from messy prospect documents. Using Powder, in partnership with Nitrogen, they automated the data extraction and investment proposal process—saving 50+ hours a week, serving 10% more prospects, and supporting 50% AUM growth in a year. Clean, reconciled data from client documents. In minutes, not hours. See how OnePoint did it 👇