Portland, OR - 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.
Choosing the most important piece of software in an investment professional's office while continuing to provide the service their clients deserve, means advisors holding a term TechFi license will be out shopping for two things-the best product and the company that supports it. No asset management software program available today is going to hold value without an experienced development team behind it, a strong service team supporting it, and an executive team that understands how to use it to create solutions for the independent investment advisor.
Enter Cornerstone Revolutions, Inc., makers of PowerBroker asset management software.
Switching from TechFi to PowerBroker
"Converting to PowerBroker is a collaborative effort at Cornerstone," says Angela Lyles, Chief Executive Officer at Cornerstone Revolutions, "Our philosophy of 'giving you what you ask for and not what we decide you need' translates into a benefit for current TechFi users seeking a partnership with their software provider."
Getting Started
Together with the new PowerBroker user, the Cornerstone service team secures a custodial download of client accounts, initial positions, and securities and collaborates on data mapping and creating a database to user specifications. The database is then delivered to the PowerBroker client on a CD, ready to install into their PowerBroker software.
TechFi Data Conversion
With the recent successful conversion of a TechFi database, Cornerstone's service team can also provide new PowerBroker users moving from a TechFi program with complete transaction detail on their historical data. And that can only be good news for advisors with years of data to convert.
Built for Innovation
With the open architecture of the Microsoft SQL database so familiar to TechFi users, PowerBroker developers can extend the functionality of the application using the .NET Framework without requiring users to purchase new software or hardware. This leaves PowerBroker capable of expanding into new technology where other software programs may not be prepared to go.
Special Introductory Price
For independent advisors who once found TechFi's price range a match for their office budget, PowerBroker's special introductory price of $2,250 for a single user license including the first year of support will go a long way in easing concerns about the cost of conversion. Additional PowerBroker workstations can be added for $400 per station per year plus $400 for the first year of support. Custodial interfaces and graphical reports are free of charge with the maintenance plan.
A New Way to Do Business
Choosing PowerBroker asset management software means making a choice to do business a different way. Designed to support the reasons investment professionals become independent advisors, PowerBroker delivers greater control over how clients are served, how a business is run, and how software dollars are spent.
For a complete listing of Cornerstone asset management tools and pricing, 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.
