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Cloud-based portfolio management for
financial professionals.

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Contact us for a demo today!

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Scalable features to meet your growing needs

See how PowerAdvisor can help your business improve efficiency and expand its capability.

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Tap into a feature-rich, customizable platform

For all your portfolio and asset management needs, PowerAdvisor gives you unlimited capability for clients, accounts, contacts, securities, asset classes, groups, models, indices and more. As an asset portfolio management system, PowerAdvisor allows you to accommodate your firm’s fee structure and billing methods with calculation options that offer the greatest flexibility.
Access PowerAdvisor via an intuitive user interface with enhanced data security.
Easily create quality presentation reports and increase processing efficiency with batch reporting and multiple export formats including PDF and Excel.

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PowerAdvisor delivers compliance solutions

Minimize the administrative cost of oversight and maximize resources dedicated for client care and practice building thanks to built-in solutions for managing compliance including 18 audit-ready compliance reports.
Microsoft’s SQL Server open-architecture database insures maximum flexibility and portability for use in other applications. Easily access all the data you need to make informed decisions and provide your clients with distinctive, sophisticated reports.

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