PowerAdvisor portfolio management software is a complete solution for managing assets, producing reports, billing clients and rebalancing accounts. With superior security, data control and portability, PowerAdvisor is available both as a desktop application and hosted solution.

Secure & Scalable to Grow with Your Business - Microsoft's SQL Server open-architecture database insures maximum flexibility and portability for use in other applications. Import and export all the data you need to make informed decisions and provide your clients with the distinctive, sophisticated reports they expect from a premier advisory firm.

Ease of Use - Spend less time managing financial data and more time serving clients with PowerAdvisor's intuitive user interface that helps data management activities run at peak efficiency.

Robust & Feature Rich - With over 60 reports for holdings, transactions, billing, performance and compliance, PowerAdvisor's robust functionality includes tax-lot accounting, cost basis tracking and reporting for groups, individual accounts and globally.

Flexible & Customizable - Create clients, groups, asset models, billing methods, securities, asset classes, industries, sectors, indices and more for the way you do business.

Compliance Reports & Audit Prep - Be prepared for upcoming exams and auditor inquiries with a suite of 18 audit-ready reports.

Fully-featured and competitively priced, PowerAdvisor combines flexible, proven technology with solutions for reporting, client maintenance activities and compliance for your investment advisory practice.

PowerAdvisor Portfolio Management Software Brochure