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"Compared to other portfolio management software programs we’ve utilized over the last ten years, PowerAdvisor delivers the best combination of flexible design and ease of use."
~ Thomas F. Rauba,
CFP®, of Eagle Rock Financial Advisors
Lancaster, PA

"PowerAdvisor... I found it was
priced-right, user friendly, and
backed by a company eager to
work through challenges with
you. Some of the other
companies I contacted didn't
even bother to return my call."
~ Donald Whalen, RIA (Fee Only)
Versailles Financial, LLC
Alpharetta, Georgia
PowerInvestmentTools - Financial Advisors Portfolio Management  & Investment Software Solutions
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Software & Service Solutions for Portfolio Management Advisors
Cornerstone's PowerInvestmentTools is a suite of software products and service solutions developed specifically for independent investment professionals. PowerInvestmentTools allow you to flexibly manage the complexities of your practice for however you do business—both now and in the future.

PowerAdvisor - Solutions for Portfolio Management Software including performance reporting & compliance solutions.

PowerAdvisor portfolio management software allows you to efficiently manage client's assets with a single toolset for custodial data processing, performance measurement, reporting, compliance solutions and client billing.

PowerOffice - Solutions for Back Office Outsourcing & Management PowerOffice provides full service data management and back office services to investment advisory firms. Boost firm productivity and reduce overhead costs with turnkey data management and reporting services for PowerAdvisor and other PMS applications including PortfolioCenter, Centerpiece and Advent/Axys.
PowerTrade - Solutions for Rebalancing & Trade Automation for Portfolios

PowerTrade Portfolio Rebalancing and Order Management System provides a toolset for managing more accounts in less time through automation of time consuming tasks typically associated with asset allocation, portfolio rebalancing, and trade execution.

PowerPortal - Solutions for Online Client Secure Access via Web Portals Online client web portals are a convenient and efficient means for client communication and document exchange. Publish documents securely, and customize web portals for viewing and printing reports and other documents by you, your clients and your staff.
PowerCentral - Solutions for Best of Breed Integraion for practice management PowerCentral provides integration solutions to leading industry software applications and industry experts. Integrate seamlessly with the most commonly used "best of breed" applications for practice management and benefit from alliance partnerships with industry professionals.

PowerInvestmentTools
is a complete software and service solution that combines flexibility, proven technology and ease of use for your business needs today and as your practice evolves. With portfolio management services and systems, portfolio rebalancing software, web portals and application integrations, PowerInvestmentTools is a scalable platform supporting your independence and firm growth.


                                                                     
 

503.968.7202   |   sales@PowerInvestmentTools.com
 
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Cornerstone Revolutions Inc - Maker of PowerAdvisor Portfolio Management Software, Rebalancing & Reporting Solutions