At Cornerstone, you'll find PowerAdvisor is just the first step available for taking control over how your clients are served and business is run. Our Service Solutions offer options for supporting the asset you value the most-your independence.
Turnkey Approach to Data Management
If you're seeking relief from the administrative burden of doing your own back office or just tired of losing prospecting and client care time on data downloads and reconciliation, let Cornerstone's Back Office Services be your solution to reclaiming the most productive hours of your business day.
Cornerstone's Back Office Service Department is designed to provide solutions that enable advisors to remain responsive to client’s needs, proactive in building their business and independent as an investment professional.
Our full range of data management services include data downloads from major custodians, data scrubbing, posting, account reconciliation, corporate action processing and client report production.
Our staff is also available for specialty projects which are taken on a case-by-case basis. Quotes are provided by our sales team after an assessment of project scope has been done. Typical projects can include categorization of securities by asset class, industry and sector, setting up allocation models and billing formulas and manual data entry of cost basis.
Benefits to you by using Cornerstone's Back Office Services:
- turn-key solution to all your data reconciliation and reporting needs
- increased accuracy through our experienced team of investment accounting professionals - a benefit you can pass on to your clients
- reduces or eliminates advisor and staff time on administration of client data, freeing up more time for prospecting and client care
- removes the headache of quarter end processing and reporting - comprehensive reports and billings can be delivered to your desktop
- contract for specialty services you may need from time to time, keeping your back office costs controllable and predictable
Call the Cornerstone Back Office Services Department for additional information on ways they can save you time and money.
Contact Information
Eric Duran, VP of Business Development
Andrew Kehoe, Client Service Liaison
503.968.7202
sales@poweradvisortools.com
