Integrated Tools
PowerAdvisor seamlessly integrates with the applications you use most in your advisory practice.
Client Relationship Management - Extract client information for use in Junxure, Protracker and Redtail CRM.
Financial Planning - Populate MoneyGuidePro with client, account and holding information.
Research & Analytics - Export to Morningstar with client, account and holding information.
Data Aggregation & Real Time Pricing - Coming soon.
Products
PowerCentral provides platforms for portfolio management application, back office services, rebalancing and trade order management, and client portals.
Portfolio Management
PowerAdvisor is a single toolset for asset management, reporting and invoicing.
Portfolio Rebalancing & Trade Order Management
PowerTrade allows you to manage and rebalance more accounts in less time.
Back Office Solutions
PowerOffice provides turn-key services for data management, reporting, invoicing, data conversion and data cleanup projects.
Client Portals
PowerPortal offers customized web portals for viewing reports and other important documents.
Services
PowerCentral's Alliance Partnerships are industry experts who have extensive experience in working with independent investment professionals. PowerCentral participants receive benefits of superior service, expertise and preferred pricing from our service providers.
Compliance Affiliates
Cornerstone's compliance affiliates are distinguished industry experts who provide consulting services and products to independent investment advisors. Choose from an array of services including new firm set-ups, policies and procedures development, audit support, program and advertising reviews, training and outsourcing.
Website Design & Optimization
Cornerstone's service providers for website design, construction, and ecommerce have proven track records of successfully working with independent investment professionals in addition to other types of businesses. Their specialized offerings include services for web design, hosting, search engine optimization, database development, business web solutions and customized programming.
Marketing Collateral Development & Graphic Design
Experienced writers and designers can assist you building unique marketing messages through print, digital and new media strategies. Their customized services include development of marketing collaterals, client communications, direct mail campaigns, website content, blog authoring, logo development, art direction and layout designs, and more.
We continually assess the potential for additional integrations and partnerships on an ongoing basis. Please contact our sales team to inquire about new and future integration and service offerings by calling 503-968-7202 from 8:00 a.m. to 5:00 p.m. Pacific Standard Time or emailing sales@PowerInvestmentTools.com.
