Discover how to enhance your business with PowerAdvisor’s industry leading reporting capabilities. Exclusive summary reports and extensive standardized reports transform client data into powerful decision-making tools. With a single mouse click, provide real-time answers to on-demand client inquiries and provide clear monthly and year-end summary reports.

SQL Performance Reports
Performance Reports
Transaction Reports
Holding Reports
Compliance Reports
Other Reports

All of the following reports are available in PowerAdvisor. Click a link below to see a description of the report. Click a small picture to also see an example of the report.

If you don't see the reporting features listed that would be most helpful to you in your work contact us at support@poweradvisortools.com and let us know what you're looking for.

Note about GIPS/AIMR-PPS

Global Investment Performance Standards (GIPS)/AIMR Performance Presentation Standards (AIMR-PPS) and Cornerstone Revolutions, Inc. PowerAdvisor

Cornerstone Revolutions, LLC can only claim to endorse the standards set forth by AIMR according to the Global Investment Performance Standards (GIPS) and AIMR Performance Presentation Standards (AIMR-PPS). We are prohibited from making a claim of compliance since we do not have actual assets under management.

The standards set forth by the Association for Investment Management and Research (AIMR), the Global Investment Performance Standards (GIPS), and the AIMR Performance Presentation Standards (AIMR-PPS) have been endorsed by Cornerstone Revolutions, Inc. and have been implemented in the PowerAdvisor application.