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, Cornerstone offers advisors even more of the features that are setting new standards for the portfolio management software industry.

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All the features that helped PowerAdvisor asset management software change the way independent investment advisors do business are standard in PowerAdvisor.

• Rebalancing report that reflects transactions needed to realign your portfolios
• Model by security type, asset class, industry, sector or by individual security
• Define upper/lower threshold limits for out-of-balance recognition

• Create flat fees, minimum fees, unlimited tiering scenarios, tiering by security type, project bills and performance-based formulas
• Exclude assets from billing calculations by security type or individual securities
• Aggregation for group level billing on multiple portfolios with account level weighting
• Easily reproduce previously posted and printed invoices on demand for compliance and administrative purposes

Clients, Accounts, Groups and Contacts

• View assets and tax lots from the client screen for a quick report or "snapshot" of current holdings
• "Clients" and "Accounts" are considered two separate entities so client information only needs to be entered once
• No limitation on number of clients, accounts, securities, prices, or transactions
• Contact list with multiple entry capabilities and data fields with ability to create contact types

• Suite of 18 audit-ready compliance reports developed in consultation with State and Federal compliance experts
• Intuitive interface for immediate record retrieval for in-house compliance oversight and when auditors are waiting

Data Management & Custodial Interfaces

• Interfaces available for all major custodial platforms including Schwab, TD Ameritrade, Fidelity, Merrill Lynch, Bear Stearns, Rydex and more.
• Easy system for data download processing and date sequencing of daily files to prevent errors and increase efficiency of download processing
• Pre-formatted MS Excel-based templates for import of spreadsheet data
• Build customized interfaces with built-in wizard

• Intuitive, consistent layout throughout the application facilitates ease of use
• Easily navigate throughout application to find and process what you need quickly
• Extensive filter & sorting capabilities
• View assets & tax lots from main screen

Maintenance and System Administration Access maintenance and system administration functions from any screen in the application Customize & add new account types, advisors, asset classes, brokers, countries, disclaimers, exchanges, industries, sectors, and transaction categories for deposits, expenses, and withdrawals Easily set up system-wide defaults such as users, passwords, and company information Assign logins, passwords & create access permissioning Limit user access to specific accounts Prices

• Color-coded calendar format for instant identification of price files that are empty, partially complete, or complete
• Fast navigation path to find pricing information on individual securities by specific month, year, or month-by-month search
• Create historical price graphs for individual securities
• Free & fast retrieval of equity prices through Yahoo! Finance

• Easily enter summary data based on information from client statements
• Track accounts held away from your primary custodian with minimal time spent
• Convert QuickEntry data to transaction based activity to build seamless account history

Reporting

• Reports for performance, transaction, holding, management and compliance
• Include index returns for comparative analysis and illustration
• Batch reporting and multiple output options including .rtf (rich text format), .doc (Word document), .pdf (Adobe Acrobat file), Microsoft Excel (.xls), and hard copy to printer
• Choice of directory to which reports are saved can be determined within the batch report setup
• Browser-based reporting through MS SQL Reporting Services
• Include firm logo on reports

Securities and Benchmarks

• Unlimited security types with customizable characteristics
• Pre-loaded standard security types such as stocks, bonds, and alternative investments (non-standard assets).
• Pre-loaded Morningstar categories for Industries and Sectors
• Historical returns for selected market indices are included
• Create indexes or index blends

SecureView™ was developed for firms with multiple advisors or Broker Dealers with independent advisors. This security feature allows for assignment and control of client information and data for heightened security and privacy for firm administrators and advisors alike.

• Administrator assigns access of accounts to advisors within your firm
• Administrator has access to all accounts and data within the entire system
• Heightened level of privacy for advisors and their clients in a multi-advisor environment/database
• Heightened level of administrative oversight for compliance and performance reporting  

• Five tax lot accounting mechanisms: FIFO, LIFO, High Cost, Low Cost and Specify
• Manual selection of tax lots if desired
• Standard and double category average cost on mutual funds

• Desktop application for superior data security, administration and portability
• Shipped with Microsoft Desktop Engine (MSDE) or can be used with your existing Microsoft SQL Server 2000 for scalability and true relational database power
• Quick and easy system backups and restore
• Data is easily extracted and readily accessible to other applications

Transactions

• Easily post and un-post transactions
• Select transactions to view by status, type, account number, or date criteria
• Create multiple screen views of desired column configuration with ability to name and save each view