Effectively monitor client portfolios, globally manage accounts to maximize performance and investment strategies, and make better informed decisions with easy access to critical information.  

Distinctive, Presentation-Quality Reports
PowerAdvisor reports are user friendly so they can be read and interpreted with ease.

• Attractive reports that are easy to read and understand.
• Informative graphical representations with pie charts, line and bar graphs.
• Brand reports with firm's logo.
• Customizable report views that display what is most meaningful to you and your client.

Flexibility & Customization for the Way You Do Business
Transform client data into powerful decision-making tools and client presentations by customizing report parameters to fit your investment style and needs.

• Incorporate data from multiple sources such as held-away accounts or illiquid assets.
• Generate reports for households, account groups, individual accounts and globally.
• Reports support views with multiple reporting dimensions using security type, asset class, industry or sector.
• Incorporate indices and index blends for performance comparisons.
• Alter existing reports or create new ones with our custom report writing service.

Automated Processing for Increased Efficiencies
Period-end report processing is no longer the time consuming chore it once was. PowerAdvisor processes in-bulk with power and flexibility.

• Create any number of customized report packages tailored to your needs.
• Streamline report generation, printing, distributing and archiving with batch production capabilities.
• Select from multiple report output options including Adobe Acrobat files (PDF), MS Word documents, MS Excel spreadsheets, Rich Text Format and hard copy.

Online Access & Viewing
Increase and enhance communications between you, your staff and clients with online access to reports.

• Provide a secure online venue for viewing portfolio reports and other documents of interest.
• Establish and maintain user logins and passwords for selective client access.
• Customize portals with your firm's logo and branding.
• Ability to incorporate other custom value-add features such as market news and blogs.

View Sample Reports
PowerAdvisor has over 60 dynamic reports that provide information about your clients, their holdings and relative holding performance. Standard reports illustrate holdings, performance, transactions, compliance and advisor level information for oversight and global portfolio management.

View samples of PowerAdvisor reports by clicking on the links below:

• Holding Reports – Summary and detailed with graphics, analytics, tax lot options & commentary.
  
  
• Performance reports – Flexible time-period options, index comparisons and graphics.
  
  
• Transaction Reports – Buys/sells, deposits/withdrawals, realized gain/loss, income and more.
  
  
• Management Reports – Global reports for fee billings, bond maturity schedules and others.
  
  
• Compliance Reports – Client, account and global-level overviews for internal and audit use.
  
  
• SQL Performance Reports – Browser-based reports for speedy, anywhere access.
  
  
• Report Writing & Customization Services

Cornerstone offers affordable custom report writing services with rapid turnaround. Please contact our sales team by calling 503-968-7202 or emailing sales@PowerInvestmentTools.com for assistance.