Cornerstone's current service offerings are based on our client's needs, and we continually assess and tailor our selection of services to best fit with our customer base. Our goal is to provide service options that have the greatest impact on our customers, their business, and how their clients are best served. At Cornerstone we strive to offer valued-added service solutions that enable our advisors to remain responsive to their client's needs, proactive in building their business, and independent as an investment professional.

Cornerstone currently offers the following service solutions designed to fit with your current business model: 

Back Office Solutions provide turnkey services to handle every aspect of your data management needs from downloading and account reconciliation to client reporting and invoicing.

Data Conversion Services support database migrations from numerous vendor platforms. Various options are available to fit your needs and stay within your budget.

PowerAdvisor Hosted Solution provides 24/7 anywhere access with an internet connection for superior convenience and online access.

Please contact our sales team to inquire about our 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. Project quotes are provided by our sales team once the project is assessed according to your specific needs and requirements.