Portland, OR - Cornerstone Revolutions announces the release of Cornerstone PowerBrokerŪ, 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.
Professional quality reports can be quickly generated for SEC exams, client presentations or asset analysis. Efficiently generate reports on-demand for audits. Graphically illustrate portfolio assets for clients. PowerBroker provides the ability to track non-standard assets, enabling the advisor to provide a complete asset picture to the client. PowerBroker is a desktop application, rather than web-based. Users own and control sensitive client information on their local system, rather than entrusting valuable data to a third party who may change services or go out of business. Written in Microsoft Visual Studio.NET, PowerBroker uses Microsoft SQL or the Microsoft Desktop Engine.
Client and transactional information may be entered into PowerBroker either by electronic downloads or by manual entry. Historical performance of non-standard assets is easily calculated with the PowerBroker QuickEntry tm tool.
Introductory price for PowerBroker is $1499 for the initial license and $400 for each additional network seat. The annual maintenance fee is 50% of the list price and includes all upgrades, custodial interfaces, graphics and reports.
Today there is a better choice for independent advisors. Visit www.powerbrokertools.com, or call Cornerstone Revolutions, Inc. at (503) 968-7202 for additional information.
About: Cornerstone Revolutions, Inc., is a software development firm specializing in applications for financial professionals, located in Portland, Oregon.
