The features that set Cornerstone PowerAdvisor apart from other portfolio management software products are the features that work for you to provide a professional caliber toolset for managing clients' accounts.

• Choose any index or security (or a blending of both) that exists within the system (except for Cash & Equivalents, Alternative Investments, or other blended indexes)

Clients, Accounts, and Contacts

• "Clients" and "Accounts" are considered two separate entities with every account assigned to a client requiring client information to be entered only once
• Enter an unlimited number of contacts per client
• View assets and tax lots from the client screen for a quick report or snapshot of holdings

• Billing procedure designed with cross checks to prevent missed or duplicate billing
• Ability to recreate previously posted and printed invoices on demand for compliance and administrative purposes

• Suite of audit-ready compliance reports developed in consultation with compliance experts
• Creates structure for automated retrieval of records needed for compliance reports

Custodial Interfaces

• PowerAdvisor also includes pre-formatted Excel-based import templates to accommodate easy loading of Excel data into the system

• Ability to add a client, account, or group to an existing group while any entity belonging to more than one of these is counted only once
• "Filter Unassigned" button easily displays unassigned group members
• Add or remove accounts from groups at account level from client maintenance screen

• Effortless manual entry of summary data from client account statements into PowerAdvisor
• Incorporate accounts into total portfolio scenario without hassle of transaction-based manual entries
• Track accounts held away from your primary custodian for client prospecting
• Illustrate account performance and activity results with a suite of nine reports
• Convert QuickEntry data to transaction based activity to build seamless account history

Prices

• Color-coded visual prompters in a calendar format for instant identification of price files that are empty, partially complete, or complete

Reports

• Tie any of the unlimited report disclaimers to any report within the system
• View a report sample from the application itself without having to first configure report

Securities and Security Types

• View all securities in the system at once or by security type
• Alternative Investments (non-standard assets) included as a security type
• Morningstar categories for Industries and Sectors pre-loaded
• Application packaged with index returns for major market indices

Transactions

• Display transaction details that are relative to specific security types instead of all data available for all security types
• Create multiple screen views of desired column arrangement with ability to name and save each view