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"Your system is by far the best
I've seen in balancing price,
convenience and effectiveness..."
~ Mark Pearson,
Chief Investment Officer
Proche Capital Management

"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 Advisers Portfolio Management  & Investment Solutions

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

PowerPortal - Solutions for Online Client Secure Access via Web Portals Publish secure, customized 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 Seamlessly integrate with the most commonly used "best of breed" applications for practice management and benefit from alliance partnerships with industry experts.

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 & PowerTrade, Porfolio Rebalancing Software