The solution integrates with core systems and supports custom automations across onboarding, proposals, estate reviews and tax analysis.
Playbook, formerly Powder, has launched an artificial intelligence (AI) orchestration platform for wealth management firms, marking a shift from its earlier focus on document processing and proposal generation. The platform includes a library of pre-built AI automations The new platform will enable registered investment advisers (RIAs), family offices and wealth management firms to automate complex operational workflows, build custom AI-powered processes and continuously optimise them across