PowerNews Update
September, 2011
Cornerstone is Going Places!
We just attended the FPA National Conference in San Diego, and it was great to see so many of you there!
In the upcoming months we will also participate in the NSCP National Meeting in Baltimore, MD October 17-19, and Schwab Impact in San Francisco on Nov 1-4. Please be sure to stop by our booth and say hello to Angelo Lapiana, Regional Sales Director, and Adrian Conley, Analyst!
PowerAdvisor Reviewed by RIABiz.com & InvestmentNews
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Points of Interest
for Q3, 2011
» New Performance Reporting Calculations
» New Client Billing Features
» Save with PowerPortal
» PowerAdvisor Media + Reviews
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New Performance Reporting Option
Cornerstone now offers Daily Valuation as a supported performance calculation. This calculation — in addition to Modified Dietz, can be found under the “Defaults” selection after clicking on the “System” drop down menu.
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Most Recent PowerAdvisor Webinar
Using Billing Lists + Run Performance Reports with Daily Valuation & Modified Dietz
& Modified Dietz
Cornerstone recently held a live tutorial on our new Billing Lists feature and running reports using Daily Valuation and Modified Dietz performance options. If you were unable to attend this webinar session but are interested in the material covered, we recorded it. To view, hold down the Ctrl button and click on the link:
Recording Link: http://www.poweradvisortools.com/Presentation/webinar-September2011.wmv
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Save Time and $$$ with PowerPortal's Compliance Rich Features
Save time and money on ink, printing, postage and labor costs using PowerAdvisor's 5.0 seamless integration our client-portal system, PowerPortal. Automatically upload PowerAdvisor reports to the appropriate client portals, and place other important documents, reports, newsletters, legal agreements, and any files to client portals with no storage size limitations. Take a look at PowerPortal features at www.PowerPortalOnline.com
Create Billing Lists for Faster Billing
PowerAdvisor's new Billing List feature, available in PA version 5.01, can simplify billing and invoice creation. Instead of processing bills and invoices for all clients, Billing Lists allow you to run bills for individual clients, groups or accounts with a few clicks of the mouse. Best of all, bills and invoices created with the Billing List feature will still use any saved customized billing methods.
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More Client Billing Improvements!
We think our users will be delighted with other changes recently made to PowerAdvisor's client billing capability. First, client invoices are now produced alphabetically using last name. And secondly, it is no longer required to run monthly bill processing when creating quarterly bills. Making this change simplifies the process and saves you time.
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