PowerAdvisor's open architecture platform provides feature-rich functionality that helps advisors maximize firm productivity and practice revenues.
Asset Allocation Models
- Create models with superior flexibility using security types, asset classes, industries, sectors or individual securities.
- Easily produce rebalancing reports that list transactions needed for portfolio realignment.
Compliance Solutions
- Simplified record-keeping features for immediate information retrieval.
- Be better prepared with preformatted, audit-ready compliance reports developed in concert with state and federal experts.
- Receive preferred pricing through Alliance Partnerships for other compliance services.
Cutting Edge Technology
- Superior data security, portability and ownership with PowerAdvisor desktop.
- Convenient online anywhere-access with PowerAdvisor's hosted solution.
- Intuitive and flexible navigation that minimizes ongoing training requirements.
- Enhanced database security with user assignments, permissions, logins and passwords.
Portfolio Management
- Customize your database and reports with unrestricted capabilities for creating clients, accounts, contacts, securities, asset classes, industries, sectors, groups, allocation models, indices and more.
- Better accommodate your firm's fee structure and billing methods with calculation options that offer the greatest flexibility.
- Improve efficiency of fee billing generation and uploads for custodian processing.
- Increase system-wide oversight of clients, their accounts and global compliance issues with an array of management-level and compliance reports.
Reporting
- Deliver presentation quality reports with ease.
- Attract new clients with distinctive reports that reflect your branding and management style.
- Retain current clients with sophisticated, flexible reporting they expect from a premier advisory firm.
- Provide reports by household, groups and accounts to best align with your client's needs.
- Easily accommodate requests to incorporate alternative assets, such as annuities or real estate, into total portfolio reports.
- Increase processing efficiency with batch reporting and multiple output options including PDF and MS Excel.
