Services at Cornerstone Revolutions means assessing our client base and identifying the service offerings with potential for the greatest impact on how their business is run and their clients are served.

By tailoring our selection of services to our customer base, Cornerstone acknowledges that the solutions to the challenges our clients face whether a new PowerAdvisor user or an established advisor committed to strengthening his or her practice, don't always fit into a one-size-fits-all service package.

Cornerstone services are designed to provide the choices advisors need to remain responsive to client's needs, proactive in building their business, and independent as an investment professional.

New PowerAdvisor User?

Having your data converted for use with your new PowerAdvisor application using one of Cornerstone's data conversion services is key to a successful transition from your previous system of managing client data to using PowerAdvisor. Why not continue to simplify your practice with Cornerstone's back office services and dramatically reduce or eliminate the time you and your staff spend on administering client data?

Our JumpStart service is the quickest way to get you up and going by populating your PowerAdvisor database with clients, accounts, securities, positions, and prices based on a specific electronic record.

Newly independent or just new to the industry?

Service Solutions offers the support advisors need to provide the level of service that sustains their current client base and attracts new prospects. Back office support, compliance strategies, online data backup and recovery services, and marketing resources are just the start of a complete line of solutions Cornerstone is developing to help PowerAdvisor users build their business.