Cornerstone Revolutions is committed to providing the tools independent investment advisors need to effectively manage client accounts and run their business. With PowerAdvisor asset management software, advisors get even more of the features that are setting new standards for the portfolio management software industry.

• Desktop application for superior data security, administration and portability
• Open architecture of a Microsoft SQL database using .NET framework for compatibility with other applications
• Shipped with Microsoft Desktop Engine (MSDE) or can be used with your existing Microsoft SQL Server 2000 for scalability and true relational database power
• Intuitive user interface that shortens staff time from set-up to full production

• Data conversions from all major portfolio management systems including Axys, PortfolioCenter/Centerpiece, Techfi, DbCams, Advisors Assistant and more.
• Complete range of back office services with data downloads, account reconciliation, report production and more.
• Custodial interfaces for Schwab, TD Ameritrade, Fidelity, Merrill Lynch, Pershing, Rydex, Bear Stearns, Scottrade and more.

• Audit-ready compliance reports developed in concert with State and Federal compliance experts
• Easy interface navigation for immediate record retrieval for when auditors are waiting

• Free monthly webinars with industry experts for information exchange and peer networking
• Periodic compliance webinars with State and Federal experts
• Quarterly newsletters and user surveys for gathering information and sharing feedback

• Support solutions to fit your needs and budget through Webex, phone, e-mail and customized on-site training options.

• Increase productivity and profitability with automated rebalancing, trading and order management processes
• Generate trade orders based on client's investment objectives and export trades to custodial platforms for execution
• Address trading procedures, asset allocation modeling and compliance issues