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"You can expect PowerAdvisor to be more innovative than any other PMS System."
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~ Andrew Gluck
Investment Advisor |
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PowerAdvisor Portfolio Management Software
Ease of Use
- Consistent screen layout and intuitive navigation to shorten your learning curve
- User-friendly client reporting
High Return on Investment
- Full featured yet competitively priced with options for every budget
- Less time spent managing data-more time serving clients
Customizable for Your Needs
- Create and customize asset allocation models, indices, index blends, and flexible billing formulas
- Built-in toolset for creating and customizing custodial interfaces
Secure and Scalable to Grow With Your Business
- Desktop application for true data security and portability
- Open System Architecture to accommodate future upgrades
- Industry Standard SQL Database for simple transition of data to larger-scale database
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PowerAdvisor
"How-To"
Training Session
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