PLAYBOOK LAUNCHES AI ORCHESTRATION PLATFORM FOR WEALTH MANAGEMENT FIRMS

Playbook, antes conocida como Powder, announced it has launched an AI orchestration platform built specifically for wealth management firms. Based in Los Altos, California, the Aug. 13, 2026 launch targets registered investment advisors (RIAs), family offices and wealth management companies. Playbook says the platform can automate complex operational workflows, let firms create custom AI-powered processes in minutes, and continuously improve those workflows over time. The company positions the launch as a step beyond Powder’s earlier focus on document processing and proposal generation, describing Playbook as an orchestration engine for building, deploying and optimizing AI agents across tasks including client onboarding, proposal creation, estate planning analysis, compliance reviews, tax document processing and investment research.