PowerAdvisor™ - Screen Shots

Pricing

View security prices in a colorized calendar format to easily identify missing, partial or complete price dates.

Define your own security types for easy total portfolio reporting. PB is also pre-loaded with morningstar industries and sectors along with a variety of major market indices.

Clients and Accounts

View client account and contact information on
one screen and enter multiple clients, accounts and groups.

Transactions

Transaction entry screens display only the appropriate data columns relative to the desired transaction type.

Reports

Choose from a wide variety of presentation quality, AIMR compliant reports. The PowerBroker suite was designed with attention to graphics and color to enhance user comprehension.

Downloads

Advanced custodial interfacing and data mapping capabilities provide unprecedented ease of use and functionality.

Data Import Templates

Quickly translate spreadsheet data into PowerBroker with pre-defined excel templates.