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Introducing Powder: The Generative AI Co-Analyst Revolutionizing Wealth Management

Powder's generative AI co-analyst is transforming the way advisors gather information and create personalized client proposals.

Powder, launched in the middle of 2023, and officially announced at the T3 conference, is a groundbreaking generative AI co-analyst designed to assist wealth advisors in acquiring new clients.

CEO Kanishk Parashar explains that by automating the collection of crucial client information, including brokerage and tax statements, estate documents and analyzing discovery calls, Powder transforms raw data into personalized, transparent, and quickly generated proposals.

TAGS: WealthStack
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