A Vision for Independence

Cornerstone Revolutions, Inc. provides independent investment professionals with the technology products and services needed to operate independently or with a staff. We believe in providing our customers with relevant, customizable and scalable offerings that support their independence and grow with their business. Today, the vision for Cornerstone's suite of PowerInvestmentTools goes beyond simply providing solutions advisors need to meet the daily challenges of doing business. At Cornerstone, we value choices.

Supporting Independence with Product & Service Options

For the independent investment professional, going solo to gain greater control over how clients are served and their business is run often comes at a price of losing support and infrastructure typically provided by large financial services firms. Cornerstone's suite of PowerInvestmentTools delivers the solutions advisors value when going independent, changing firms or just starting out. Cornerstone provides an array of alternatives for the way independent advisors do business in the 21st century:

• PowerAdvisor portfolio management system will put you in complete control of your client data. With superior security and portability, PowerAdvisor's robust feature-set includes tax-lot accounting, cost basis tracking, over 60 reports and unrestricted flexibility for creating clients, accounts, groups securities, asset models, billing formulas, report batches, indices, index blends and more. PowerAdvisor is available as a desktop application or as a hosted solution.  

• PowerOffice Outsourcing Solutions provide turn-key data management support for your back office, your clients and you. Service offerings are flexible and customizable according to how you prefer to do business.

• Data Conversion Services move data from other portfolio management applications into PowerAdvisor. Multiple options are available that provide maximum flexibility to best match your needs and budget.

• PowerTrade allows you to manage more accounts in less time with automated rebalancing, trading and order management processes. PowerTrade integrates with PowerAdvisor and other PMS platforms or can be used as a stand-alone rebalancing and trading tool.

• PowerPortal provides customized web portals for viewing portfolio reports and other important documents for advisors and their clients.

• PowerCentral provides "best of breed" applications for portfolio management, rebalancing, trading, financial planning, research and analytics, client relationship management, and premier service offerings for compliance, website design, marketing collateral development and more.

Cornerstone's PowerInvestmentTools has products, services and resource partners that offer the most function, flexibility and cost effective solutions to support your independence. These offerings optimize your time and resources so you can focus on what you do best—manage your clients' assets.