"Cornerstone Revolutions appears committed to offering the most competitive and cost-effective suite of portfolio management tools available in today’s marketplace." |
~ Thomas F. Rauba,
CFP®, of Eagle Rock Financial Advisors
Lancaster, PA |
"This is one of the most intuitive software programs I've ever used." |
~ Gloria R. Smith, CFP,
Catalyst Wealth Management
Chicago, IL |
"The fact that I own my data with PowerAdvisor is a big factor for me. Companies come and go, and if they owned my data, that would be gone too. Independent financial planners owe it to themselves to support products that give you options so we are not at the mercy of those who decide what we pay and what we get." |
~ Donald Whalen, Registered Investment Advisor
(Fee Only)
Versailles Financial, LLC
Alpharetta, Georgia |
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Media Mentions
Note: The [RM] symbol below stands for [Read Me] and is your link to the article in its entirety.
Wall Street & Technology | 6-1-12 |
A Modern Trend: Suite-Based Portfolio Management Systems Are The Latest Must-Have for RIAs
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While many RIAs still struggle with manual, outdated or disparate systems, firms such as AZA Capital Management are transitioning to integrated suite-based portfolio management solutions to improve productivity, reduce costs and enable growth.
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Investment News | 2-26-12 |
Finding errors in PortfolioCenter
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Among the most interesting new things I saw on the exhibitor floor at T3 were developments at MacroRisk Analytics.
The application, which I first wrote about in the fall of 2010, not only has a plethora of new analysis features and measures but also several interesting integration features, including one with PowerAdvisor, a portfolio management application from Cornerstone Revolutions Inc., which I wrote about in June.
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Yahoo Finance | 2-8-12 |
Cornerstone Revolutions and MacroRisk Analytics Partner to Help Advisors Improve Investment Performance
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Cornerstone Revolutions, Inc., provider of the PowerAdvisor portfolio management system, and MacroRisk Analytics have formed an exclusive alliance to offer an integrated, robust and affordable set of tools to help advisors improve investment performance and risk-exposure in different economic conditions.
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RIABiz | 7-1-11 |
Turnaround artist has almost completed her revamp of Cornerstone Revolutions
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Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech. |
Investment News | 6-19 |
Portfolio management, reporting spawning new players, products
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For the past decade, many players in the portfolio management and reporting industry have believed in the notion that one size fits all. |
Financial Advisor Magazine | 12-06 |
PMS Gridlock
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This software is the heart of an advisory practice-so why are there so few options? |
Financial Advisor Magazine | 6-06 |
Portfolio Software Newcomers
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Of the three newcomer-PMS companies targeting RIAs, PowerAdvisor from Cornerstone Revolutions is the one that has progressed the most over the past 18 months.
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Investment Advisor.com | 1-05 |
THE GLUCK REPORT, Part I:
Advent's Big Challenge
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"...what is significant is that the advisors evaluated tiny upstart PowerBroker's features favorably when compared with the well-established Axys."
Andy Gluck's panel of advisors who are actively in the market for portfolio management software or are considering switching systems, rate PowerBroker against Advent's Axys. With PowerBroker pulling a score within 3% of Axys' final tally, Gluck concludes, "New advisors would be wise to consider PowerBroker.". |
Morningstar Advisor.com | 12-09-04 |
The Best Technology of 2004
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"PowerBroker is the first new decent desktop portfolio management and reporting package I've come across in a long time."
Joel Bruckenstein posts the highlights of stories he's covered in the past year along with his annual technology awards for outstanding products and services he's reviewed in 2004. Cornerstone PowerBroker captures his Rookie of the Year award as a "solid alternative" for independent advisors looking for new choices in asset management software. |
Inside Information | 09-04-04 |
The Easy Path
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"A new client portfolio management program called PowerBroker sets a new standard for user-friendliness."
Bob Veres, editor and publisher of Inside Information, a popular newsletter for financial professionals, sees PowerBroker as a new alternative platform for TechFi users facing the cessation of support from Advent in June, 2005.
Reprinted with permission from Inside Information (http://www.bobveres.com). Inside Information is a practice management information service for financial planners.
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Morningstar Advisor.com | 09-09-04 |
Portfolio Management Tools Get Better
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"PowerBroker 1.0 is a new product best suited for young firms."
Joel Bruckenstein reviews Cornerstone PowerBroker in the August, 2004 issue of Financial Advisor Magazine. His thorough examination of the product includes observations on installation, navigation, competitive pricing analysis and basic functions that include security types, security pricing, transactions, client billings and reports. The article concludes with Mr. Bruckenstein's candid evaluation and a look into the future. |
Financial Advisor Magazine | 08-04 |
Don't Let the Name Spook You
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"I found PowerBroker to be a solid first release and an excellent value."
Joel Bruckenstein provides a brief survey and review of five recent releases in the portfolio management and reporting software marketplace. |
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