Integrated Tools

Client Relationship Management - Extract client information for use in Junxure, Protracker and Redtail CRM.

Financial Planning

Research & Analytics - Export to Morningstar with client, account and holding information.

Data Aggregation Services

Services

Compliance Affiliates
Cornerstone's compliance affiliates are distinguished industry experts who provide consulting services and products to independent investment advisors. Choose from an array of services including new firm set-ups, policies and procedures development, audit support, program and advertising reviews, training and outsourcing.

Data Migration/Custom Conversion Services
Cornerstone's vendor for data conversion projects and related custom development work has a proven track record in successfully working with investment professionals since 1998. Areas of specialty include, but are not limited to, data extraction and transformation into a variety of formats, data conversion, data manipulation, database cleanup, custom report writing, and custom data conversion development.

Internet Hosting Providers
Cornerstone's vendor for internet hosting, Opus Interactive, are experts in web hosting solutions, server virtualization technology, and managed IT services.

Consulting and Solution Providers

Website Design & Optimization
Cornerstone's service providers for website design, construction, and ecommerce have proven track records of successfully working with independent investment professionals in addition to other types of businesses. Their specialized offerings include services for web design, hosting, search engine optimization, database development, business web solutions and customized programming.

Marketing Collateral Development & Graphic Design
Experienced writers and designers can assist you building unique marketing messages through print, digital and new media strategies. Their customized services include development of marketing collaterals, client communications, direct mail campaigns, website content, blog authoring, logo development, art direction and layout designs, and more.