As a software development firm creating a product for a market populated with large, established software makers, Cornerstone Revolutions has faced many of the same challenges that some investment advisors face when they make the decision establish their practice.

Cornerstone PowerAdvisor was developed in a spirit of independence that asked us to examine what we valued most, what we were willing to risk, what we expected in return, and how we would measure our success.

With over 5 years of analysis under our belts, this exploration has brought us to the point we are at today with a robust client list, an application rich with features advisors demand, and the absolute freedom to choose how we do business in an industry defined by managed risk.

So Cornerstone Revolutions asks you, How do you to define your Independence?

What do you value most?
What are you willing to risk?
What do you need to succeed?
What do you expect in return?
What are you prepared to invest?
How will you measure your success?

What do you value most?

Defining your independence starts with identifying what you value most. At Cornerstone Revolutions, choices about how you run your business and manage your clients start the conversation every advisor should have when choosing the most important piece of software for your investment advising practice.

Cornerstone PowerAdvisor delivers the solutions advisors value when going independent, changing firms or just starting out:

• A Desktop Application that puts you in control of your client data
• Features that Put You in Charge-with compliance record-keeping capabilities, easy custodial downloads, and instant views with asset holdings by client or account
• Services that Support Your Practice-with Service Solutions that provide the products and services advisors need to optimize their practice
• Pricing that Minimizes Your Overhead-with current retail price set point below competition while giving more of the features you need to professionally manage client accounts

Today, the vision for Cornerstone PowerAdvisor goes beyond simply providing features advisors need to meet the daily challenges of doing business. At Cornerstone, we value choices.

What are you willing to risk?

For the independent investment advisor, going solo to gain greater control over how clients are served and business is run often comes at a price of losing the support and infrastructure a large financial-services firm provides.

When you're willing to risk the security of an established firm for the challenge of building your own practice, you need a software product that minimizes risk for you and your clients.

PowerAdvisor delivers the features that support independence when you're operating solo or with a staff:

• Suite of audit-ready compliance reports designed in consultation with State and Federal compliance specialists
• Intuitive user interface for easy access to client information when you need it
• JumpStart^SM initial set-up services for moving new PowerAdvisor users directly into production mode
• Back Office Services that provide data download, position reconciliation & report production to support your back office, your clients and you
• QuickEntry^SM historical performance tool for a client prospecting edge

What do you need to succeed?

At Cornerstone Revolutions, we believe that the right tools for advisors should support all the reasons they became independent. The standout features of the Cornerstone PowerAdvisor application are those that are specifically designed to provide the support advisors need to operate alone or with minimal staffing.

For many advisors, managing back-office operations without back-office staff is one of the most vexing and challenging aspects of their business. And, never more so than when going head-to-head with electronic custodial downloads.

For independent investment advisors running their own firms, time is the commodity best spent building client share and managing existing accounts. With PowerAdvisor's custodial interfaces, downloading client data is an easy process that frees advisors to invest time where their success lies-with their clients.

PowerAdvisor also includes generic data import templates to accommodate easy loading of excel data into the system, giving investment professionals greater control of client data, greater control in serving the client's needs, and, ultimately, greater control over their own success.

What do you expect in return?

Return on an investment with PowerAdvisor software comes in the form of features that provide a professional portfolio accounting toolset for client account management and a customer support connection to keep you moving through the business day with minimal downtime.

Customer support begins with an ever-growing FAQ page to address the most frequently asked questions about installing and using PowerAdvisor software. Training tools in both broad stroke and specific detail provide training support with an overview of PowerAdvisor features plus more detailed training on specific functions that advisors use on daily basis.

Finally, technical support from the PowerAdvisor Support Team pays returns on customer commitment with a support package that is purchased with PowerAdvisor and an option to purchase additional contracts, as needed, with pricing tailored to your support needs.

What are you prepared to invest?

As you evaluate PowerAdvisor's versatility and ease of use in the context of the day-to-day challenges investment advisors face in serving their clients, we also encourage you to consider the ways in which PowerAdvisor supports advisors in managing their business.

With an investment of time on the front end in selecting the services that will expand your business to fit your vision, investment advisors can regain lost hours out of each day by having qualified professionals provide the solutions they need to remain independent.

Cornerstone's professional services department offers a variety of conversion and back office services to assist you after purchasing PowerAdvisor.

Our Service Solutions offers advisors a head start in adding on the products and services that optimize business operations. Included in the list of products and services are the most common solutions advisors seek including data migration from other applications and back office support.

How will you measure your success?

Busting out of the gate like a racehorse is always an exciting moment, but the real drama is usually happening further on down the track.

Newly established firms often start out with enough bravura to carry them through the initial obstacles that come with any new enterprise. But, it's further on down the track when the lessons learned begin to temper that confidence that the real character of the advisory firm emerges.

Refining your independence requires taking another look at how the rate of return on your service or product is playing out against what you've invested, and then identifying the areas where a rebalancing needs to take place.

The measure of success, as a result, becomes a dynamic benchmark that changes as you evaluate and refocus. The PowerAdvisor application provides features that support advisors at each stage of their "success".