This software is the heart of an advisory practice-so why are there so few options?

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.

"...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.".

"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.

"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.

"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 |

"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.