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"You can expect PowerAdvisor to be more innovative than any other PMS System."
~ Andrew Gluck
Investment Advisor
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Interfaces for Cornerstone Products
Cornerstone offers its PowerAdvisor application through the download site. Licenses, support contracts, and custodial interfaces will be sent as attachments in a Welcome e-mail message upon purchase.

Custodian Interfaces

Available Custodial Interfaces*
Custodian Name
Supported Data File
Contact Information
Ameritrade
Ameritrade tilde delimited format
Ameritrade, Inc.,
www.ameritrade.com
Bear Stearns

Standard Support

Bear, Stearns Securities Corp.,
www.bearstearns.com
Fiserv Investment Support Services
Standard Support
First Trust Corporation
www.datalynx.com
DST Data
Standard format
Financial Advisory Network
www.dstfanmail.com
Fidelity
Fidelity Advisor CHANNEL Advent format
Fidelity Investments
www.fidelity.com
FOLIOfn
Standard format
FOLIOfn, Inc.
www.foliofn.com
LPL
Standard format
LPL Financial Services
www.lpl.com
NATC
Standard format
National Advisors Trust
www.nationaladvisorstrust.com
PowerAdvisor Templates
Comma separated (csv) format
Cornerstone PowerAdvisor
Pershing
Standard format
Pershing LLC
www.pershing.com
Rydex
National Financial Services (NFSC) format
Rydex Investments
www.rydexfunds.com
Schwab
Schwab Centerpiece format
Charles Schwab
www.schwab.com
Scottrade Advisor Services
Standard format
Scottrade Advisor Services
www.scottradeadvisor.com
Shareholders Service Group
Standard format
Shareholders Service Group
www.shareholdersgroup.com
TD Waterhouse
Standard format
TD Waterhouse Investor Services, Inc. www.waterhouse.com

* Some custodians provide data in various file formats and not all of them are supported by PowerAdvisor. Prior to purchase please check with your Cornerstone sales representative to determine whether your file format is PowerAdvisor compatible.




Ordering Information

Cornerstone supports both institutional and retail level pricing. Please call or email now to inquire or place your order for Cornerstone Products. Contact Sales at 503.968.7202 or sales@poweradvisortools.com.
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