Portland, OR - 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.
Wrapped in a try-before-you-buy pricing structure, Cornerstone's Fresh New Start advisor bundle includes the PowerAdvisor application; a two year maintenance package including updates and patches; a one hour Web-based personal training session; ten technical support calls over the length of the contract; a "live" support response within four business hours of reporting a technical incident; a 10% discount on additional tech support calls; and a Cornerstone JumpStart conversion that initializes the client database to receive custodial data files.
Offering lease-to-purchase or monthly installment payment options, Cornerstone's directed marketing pitch targets both new advisors working within a start-up budget who want to move their business into production mode without a large dollar commitment up front, and established advisors who prefer to evaluate a new system before they buy. Advisors ready to buy the bundle outright receive a 20% discount on the purchase price.
"It's a challenge to pick the software package that's going to serve as the backbone of your business when you're just starting out," relates Angela Lyles, Cornerstone Revolutions' CEO, "and even more so when you're switching over from your current system to a new one," she adds. "With our Fresh New Start bundle, we've dramatically reduced the anxiety factor and made the transition to PowerAdvisor practically seamless."
In addition to the "Fresh New Start" bundle, Cornerstone will offer a free "How To" monthly Webinar for PowerAdvisor users. Topics will include items such as connecting to SQL, creating custom templates, and adding clients and custodians. Webinars are scheduled to begin in late March. For additional information, view the Cornerstone web-site at www.poweradvisortools.com.
For a complete listing of Cornerstone asset management tools and pricing, visit www.poweradvisortools.com, or call Cornerstone Revolutions, LLC at 503-968-7202 for additional information.
About: Cornerstone Revolutions, LLC is a software development firm specializing in applications for financial professionals, located in Portland, Oregon.
sales@poweradvisortools.com
