Cornerstone Revolutions, LLC, Brings Judith E. Gross, Esq. to Investment Advisor Webinar Series for Talk on Specialized Employee Training Topics
Cornerstone Revolutions, LLC, announced today their featured speaker for their April 22 Webinar as Judith E. Gross, founder and principal of JG Advisory Services LLC. [More...]
(4/2/2008)


Cornerstone Revolutions, LLC, Spotlights one of "America's Best Financial Advisors" in March Webinar on Investment Policy Statements
As part of its ongoing monthly Webinar series targeting independent investment advisors, Cornerstone Revolutions, LLC, announced today their featured speaker for March as Linda S. Lubitz Boone, CFP® and founder of the financial planning firm, The Lubitz Financial Group. [More...]
(2/29/2008)


Cornerstone Revolutions, LLC, Partners with Thomas Rausch of Compliance Consultants, LLC, to Provide Free Compliance Education Classes for Professional Investment Advisors

Cornerstone Revolutions announced its partnership today with compliance expert Thomas Rausch, CPA, CFP®, owner of Compliance Consultants, LLC, to provide professional investment advisors the opportunity to expand their compliance knowledge-base through two classes offered as part of Cornerstone's Webinar advisor education series. [More...]
(11/13/2007)


Cornerstone Revolutions, LLC, Moves Corporate Office to Accommodate Surge in Growth

Portland, Oregon-based Cornerstone Revolutions, LLC, makers of Cornerstone PowerAdvisor portfolio management software (PMS), announced its imminent move into new corporate offices... [More...]
(10/02/2007)

Cornerstone Revolutions Partners with SonicWALL® Secure Remote Access Solutions to Provide Users of PowerAdvisor Portfolio Management Software 24/7 Access to Client Data

Cornerstone Revolutions provided another level of security today for users of their PowerAdvisor Asset Management Software with the announcement of their alliance with SonicWALL® Secure Remote Access Solutions. As a result of the partnership, PowerAdvisor users can purchase any SonicWALL product at a 20% discount. [More...]
(09/20/2007)

Investment Advisors Get a "Fresh New Start" from Cornerstone Revolutions, LLC, with Software/Support Services Bundle

Targeting independent investment advisors opening their own practice or established advisors shopping for new portfolio management software, Cornerstone Revolutions recently introduced its "Fresh New Start" package, bundling Cornerstone's PowerAdvisor portfolio management software with an array of support services and discounts. [More...]
(03/02/2007)

Cornerstone Revolutions, LLC Partners with Shareholder Services Group in SSGs Advisor Advantage Program

In an expression of a shared commitment to serving the independent investment advisor, Cornerstone announced its alliance today with Shareholder Services Group (SSG), a brokerage and custody services provider committed exclusively to the needs of the independent, fee-based Registered Investment Advisors (RIA). [More...]
(9/15/2006)

CRM Software Junxure-i Adds Cornerstone PowerAdvisor Interface

CRM Software is pleased to announce a new interface between Junxure-i and the Cornerstone PowerAdvisor asset management software. [More...]
(8/2/2006)

Cornerstone Revolutions, LLC Launches PowerAdvisor SecureView for Streamlined Office Operations and Compliance Procedures

Cornerstone Revolutions, LLC, makers of Cornerstone PowerAdvisor asset management software, continues to reset the features default in this small, conservative industry with the recent launch of its latest tool targeting broker dealers and offices with multiple financial advisors. The new PowerAdvisor SecureView feature limits the advisor's view to just their own client accounts while providing the administrator with universal access to all accounts of the firm. [More...]
(8/8/2006)

Cornerstone Revolutions, LLC. Pulls a Double-play by Integrating with CRM Softwares Junxure-i and Adding a Trading Platform to the Next Release of its Popular Portfolio Management Software

Cornerstone clipped the development timeline again this week when it revealed on one day that its next major release (slated for early 2007) will include a trading platform and on the next, the successful integration of PowerAdvisor software with the powerful customer relationship management tool, Junxure-i , the flagship product of CRM Software. [More...]
(6/12/2006)

Cornerstone Revolutions, Inc. Announces Debut of New Name and New Features for Cornerstone PowerBroker Asset Management Software

Cornerstone Revolutions, makers of Cornerstone PowerBroker asset management software, is committed to providing the tools independent investment advisors need to effectively manage client accounts and run their business. As of March 31st, Cornerstone will be offering advisors even more of the features that are setting new standards for the portfolio management software industry. [More...]
(3/23/2005)

Cornerstone Revolutions, Inc. Partners with Carr & Schwartz, LLP, in Offering Discounted Compliance Solutions for RIA Firms

Cornerstone Revolutions offers independent investment advisors opening their own office or just starting a practice a set of "service solutions" for running their business. As one of these service solutions, Portland, Oregon-based compliance attorneys John Carr and Todd Schwartz are providing an all inclusive turnkey compliance start-up package for registered investment advisors. PowerBroker users qualify for a discount for these compliance services. [More...]
(2/22/2005)

Cornerstone Revolutions, Inc. Nabs Bruckenstein's "Rookie of the Year" Award for 2004 for Cornerstone PowerBroker Asset Management Software

Can someone with multiple years of prior experience technically be considered a "rookie"?

While Major League Baseball may raise eyebrows by awarding players the title of Rookie of the Year who've been tested as professionals in their home country prior to coming to the U.S., Joel P. Bruckenstein, Senior Technology Editor at MorningstarAdvisor.com showed no hesitation in anointing Cornerstone Revolution's Cornerstone PowerBroker asset management software as Rookie of the Year for 2004. [More...]
(12/28/2004)

Cornerstone Revolutions, Inc. Unveils Free Education Program for Financial Planning Students and Faculty

Cornerstone Revolutions, Inc., makers of Cornerstone PowerBroker asset management software, today unveiled its innovative Cornerstone PowerBroker Education Program for students and faculty enrolled in or teaching an accredited, multi-year financial planning program. [More...]
(11/15/2004)

Cornerstone Revolutions, Inc. Announces EVault Partnership for a Secure Online Data Protection and Recovery Solution for Clients

Cornerstone Revolutions, Inc., makers of Cornerstone PowerBroker asset management software, today announced its partnership with EVault, Inc., the leading provider of online data protection and recovery solutions. [More...]
(10/19/2004)

Cornerstone Revolutions, Inc. Launches User Feedback Page to Back Their Philosophy With Action

Cornerstone Revolutions, Inc., makers of Cornerstone PowerBroker asset management software, announced today that it is inviting the investment advising community to challenge them on their stated philosophy, "We give you what you ask for, not what we think you need." [More...]
(10/07/2004)

Cornerstone Revolutions, Inc. Introduces Library of Online Tutorials for Current and Prospective Cornerstone PowerBroker Users

Cornerstone Revolutions, Inc., makers of Cornerstone PowerBroker asset management software, announced the launch today of a library of online tutorials for its current PowerBroker clients as well as for those contemplating making a purchase. [More...]
(09/27/2004)

Cornerstone PowerBroker Asset Management Software Eases Big Three Fears of Software Conversion

Ask any independent investment advisor to identify their single greatest fear when contemplating a change in portfolio management software and they're likely to hand you at least three. [More...]
(08/19/2004)

Cornerstone Revolutions, Inc. Opens the Door to TechFi Users With Cornerstone PowerBroker Asset Management Software

With the prospect of Advent Software pulling its support of TechFi products and discontinuing all enhancements and upgrades, independent investment advisors using TechFi software to run their businesses have just found themselves on the wrong side of a closed door. [More...]
(08/16/2004)

Demystifying the Download - Cornerstone PowerBroker Pulls Back the Curtain on Custodial Downloads

For the independent investment advisor, going solo to gain greater control over how clients are served and how business is run often comes at a price of losing the support and infrastructure a large financial-services firm provides. For many RIAs, 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 the electronic custodial download. [More...]
(08/03/2004)

Countdown to Compliance - Get on Your Mark With Cornerstone PowerBroker Asset Management Software

The SEC's new rule requiring investment firms and advisors to demonstrate policies and procedures for compliance goes into effect October 5 of this year. With less than three months to deadline, Cornerstone Revolutions, Inc., anticipates that for many, the greatest challenge of compliance is simply knowing where to start. [More...]
(07/14/2004)

Cornerstone Revolutions, Inc. Introduces PowerBroker, Asset Management Software

Cornerstone Revolutions announces the release of Cornerstone PowerBroker, a portfolio management, reporting and compliance application for financial advisors and independent brokers. PowerBroker is designed for financial professionals who manage, advise and service the wealth of their clients. PowerBroker provides an innovative alternative to other products currently available. [More...]
(05/12/2004)