At Cornerstone Revolutions, Inc., our commitment to customer support begins with our set of Frequently Asked Questions, regularly updated to provide users with answers they need to get the most out of their PowerAdvisor application.

The PowerAdvisor Support Team is ready to assist you with your PowerAdvisor questions. We do ask that you take advantage of the reference content available in this section before calling our Customer Support team and that you limit your questions to using the application itself and not general accounting questions.

Please indicate through our email support, any questions you would like to see included in the FAQs.

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1. What do I do if PowerAdvisor says there is no available license?
If the PowerAdvisor login screen gives the message "No available License," Log into PowerAdvisor. The License Manager will appear. Select the license that is listed, and click Reset License. Close PowerAdvisor. Re-Open PowerAdvisor and log in.

2. What does block edit do?
The Block Edit feature allows you to change the transaction type of a set of transactions. This is done by selecting the transactions you would like to change by checking the box to the left of the transaction. Click the block edit button and select a transaction type from the 'Transaction Type' drop down menu in the 'Change Transaction Type' window. Depending on the transaction type you choose, there may be a category associated with the transaction type. Note: Transaction types are limited to allowed transaction types for that security type.

3. Where can I find additional user help?
Additional user help is located under the Help drop down menu at the top of the PowerAdvisor screen. Select Help and then choose User Help.

4. What is my PowerAdvisor Version and Patch update number?
PowerAdvisor has both a version number and a patch update number. These numbers can be found by selecting Help and choosing About PowerAdvisor. Your serial number is also located here.

5. What happens if I download Custodial files twice?
Client/Accounts, Securities and Pricing information will remain unchanged. However, Positions and Transactions will duplicate. Custodial position values will double in size and additional transactions will be processed in the form of duplicates. PowerAdvisor keeps a history of files that have been processed in order to minimize duplicates. If files are processed twice, delete the duplicate transactions and reset the positions. To reset the positions, go to the download screen. Choose the correct custodian and select Positions. Select the day you wish to adjust. Click delete and return to the download screen. You will need to either reprocess the position file ( ie. *.pos) or check the 'Show History' box, find the position file for the corresponding day and reprocess the file.

6. Where can I find a list of files downloaded to PowerAdvisor?
A download history can be found in the Downloads screen. Check the "Show History" box and a list of all previously downloaded files will be shown. These files can be deleted. However, the deleted files will be shown as new files to be captured unless you move them to a different location (like the trash).

7. Is there a standard report set I can run?
Every Advisor has a different idea of what information is worthwhile to their clients. PowerAdvisor comes standard with a comprehensive list of reports. The reports that are most commonly used are: Executive Summary, Asset Performance Analysis, Category Performance Summary, Statement of Assets, Realized Gains/Losses, Unrealized Gains/ Losses, and Return Detail.

8. How do I update end of month pricing if the end of the month is a weekend?
To update pricing for weekends or holidays, go to the Prices Maintenance window. Select the last day that pricing information has been gathered, click copy. Select the day you would like to copy prices to and then click Proceed.

9. Why does my Position Reconciliation report say I have no data?
The comparison done between both Power Advisor and your Custodian requires positions for each account. When a Position Reconciliation report says there is no data, PowerAdvisor is missing position data from the Custodian. Under the Downloads tab, select the custodial interface that you regularly use and choose positions. A calendar will pop up and if the specified date is green, positions have been loaded for that day.

10. How do I export reports?
Under the current reporting service, PowerAdvisor reports will let you export into several different formats. After a report and or bill generates, click the envelope icon. An Export Report window will pop up. Choose a name for the exported report/bill and select a format from the "save as type" drop down menu. Adobe format *.pdf,
MS Excel format *.xls,
MS Word *.doc,
Rich Text Format *.rtf.

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What is PowerAdvisor?
PowerAdvisor is a full-featured asset management software application. For detailed information, please refer to the User Help for the following topics:

• Clients / Accounts / Contacts
• Securities
• Prices
• Groups
• Transactions
• Groups
• Models
• Billing
• Reports
• Downloads (from custodians such as Ameritrade, Fidelity, Pershing, Schwab, TD Waterhouse, etc.)

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What version of PowerAdvisor do I have?

1. Login to PowerAdvisor.
2. On the Menu bar, click on System|Application Information to see the PowerAdvisor version (e.g. Version=2.1.0.5), Patch Information and Session Information.

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Why do the words 'Report Sample' show up on all my reports?
PowerAdvisor is a licensed product. If you are using a Trial or Educational version of PowerAdvisor, all of the PowerAdvisor reports will show 'Report Sample' across the top. When you purchase PowerAdvisor and install your Application License, the 'Report Sample' text will not show on any of the reports.

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How do I get support for PowerAdvisor?
Customer support is available from 8:00 a.m. to 5:00 p.m. PST, Monday through Friday.

	Phone	Email
Customer Support	971.249.7200	support@crev.us
BackOffice & Professional Services	971.249.7201
Sales	503.968.7202	sales@crev.us

Known Issues?
The latest version of PowerAdvisor 2.1 is Build 2.1.00.005. The Known Issues, as of 01/10/2006, are:

1. Incorrect tax lots are created for Cash Transfer transactions if the Cash Default account is the 'From' or 'To' Security Symbol.
   Workaround: Patch coming soon.

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Can I customize report titles and disclaimers?
Yes, PowerAdvisor gives the option of adding a disclaimer and renaming a report. To rename a report, open the PowerAdvisor report screen. Select a report to run and type the new title of the report in the Title field.

A disclaimer can be added to a report by selecting one from the disclaimer drop down menu. Additional disclaimers can be added to PowerAdvisor by selecting Disclaimer Maintenance from the Maintenance drop down menu. Click New, add Name and text and click save.

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Can I customize the columns I see in PowerAdvisor?
Yes, in both the Security Maintenance and Transaction Maintenance screens. Right click on the column headings. A popup window will allow you to select which columns are shown and/or not shown. Choosing 'More' at the bottom of the popup will open a window called Data Views. In Data Views, column order, column width, and columns shown can be customized and saved.

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What do the $ and # symbols mean on the top of the transaction screen?
In the transactions screen, the $ and # symbols can be very helpful. If you select a transaction, you can hold your cursor over the symbols to view both share quantity and cash balance. The # symbol displays the client name, account, security, and share balance while the $ symbol displays the client name, account, and cash balance.

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How do I download PowerAdvisor 2.1 from the web site?

1. If you are a licensed user of PowerAdvisor, click on the PowerAdvisor Application for licensed users link on the Downloads page to direct you to the Download User Registration Form.
2. Enter your Application Serial Number in the field indicated and click the Submit button at the bottom of the form to proceed to the download page.
3. To try PowerAdvisor free for 30-days, click on this Free 30-Day Trial Version link, complete the Download User Registration Form (required form fields are in red), and click the Submit button at the bottom of the form to proceed to the download page with complete instructions and download link.
4. To begin the download process, click on the Download Cornerstone PowerAdvisor 2.0 Now link at the bottom of the page. Save the PowerAdvisorSetup.exe file to a temporary folder [e.g. C:\Temp] on your hard drive.
5. The approximate download time will vary depending on the speed of your Internet connection.
6. After the file has finished downloading, proceed with the download installation process.

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How do I install PowerAdvisor after downloading it?

1. Double-click the PowerAdvisorSetup.exe located in the temporary folder used during the previous downloading PowerAdvisor process.
2. Click Yes on the "Ready to begin the PowerAdvisor self-extraction" window.
3. Click Next to move through the extraction wizard, selecting a location to save files [default settings location c:\Temp\PowerAdvisor].
4. When the extraction is done, the PowerAdvisor Installation screen will appear.
   Note: For additional support in setting up, using, and installing PowerAdvisor, please refer to the following links:

View ReadMe file link for the latest information on the downloaded version of PowerAdvisor. View Administrator Help link to read about PowerAdvisor setup and administration. View User Help link to learn about using PowerAdvisor.

Install PowerAdvisor 2.0 link to begin the installation process.

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What steps do I follow for a first time installation?
If you are installing PowerAdvisor for the first time, please refer to the steps outlined in "Downloading PowerAdvisor" in the FAQ content (How do I install PowerAdvisor after downloading it?).

After installing the PowerAdvisor application:

1. Install the database for the PowerAdvisor application (the Demonstration database is pre-populated with sample data and the Initial database is empty) by referring to Help|Administrator Help from the Menu bar and then accessing Using the PowerAdvisor Database Utility from the PowerAdvisor Administrator Help Contents link.
2. Login to PowerAdvisor:

User name: SiteAdmin Password: Welcome

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How do I uninstall PowerBroker or PowerAdvisor before installing a newer version?

Licensed Users: Always backup your database before an uninstall/install cycle. Following the installation of the newer version, you will need to apply the newer version update to your database using the PowerAdvisor Database Utility.

Trial Users: You can drop your current database using the PowerAdvisor Database Utility and install a newer database during the installation process, or you can keep your current database and apply the newer version update to your database using the PowerAdvisor Database Utility following the installation.

Go to Start|Control Panel|Add or Remove Programs and select PowerBroker or PowerAdvisor. Click the Remove button to uninstall either application. If you are uninstalling PowerBroker and preparing to install PowerAdvisor, this is all you need to do.

If you are completely removing PowerAdvisor or PowerBroker from your system, follow these additional steps:

1. Before uninstalling PowerAdvisor or PowerBroker, use the Database Utility to Drop your database.
2. Uninstall PowerBroker or PowerAdvisor.
3. Remove the workspace files and folders (default location C:\Cornerstone\PowerBroker or C:\Cornerstone\PowerAdvisor).
4. Remove any remaining PowerBroker or PowerAdvisor installation files and folders (default location C:\Program Files\Cornerstone\PowerBroker or C:\Program Files\Cornerstone\PowerAdvisor).
5. If you installed the Microsoft Desktop Engine (MSDE) with PowerBroker, you can uninstall MSDE if you do not have any other software applications using it. To uninstall MSDE, go to Start|Control Panel|Add or Remove Programs and select Microsoft SQL Server Desktop Engine (CREV). Click the Remove button to uninstall MSDE.

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What are the system requirements for PowerAdvisor?

What operating system do I have?
For Windows XP Professional and XP Home, go to My Computer, Properties. On the General tab, you will see the 'System', 'Registered to', and 'Manufactured and supported by' information.

For Windows 2000 Server, go to My Computer, Properties. On the General tab, you will see 'System', 'Registered to', and 'Computer information'.

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What are PDF Help documents
This section contains a number of PDF Help documents designed to help you perform tasks relating to the installation, configuration and use of PowerAdvisor.

• HowTo_CopyDB.PDF - This step by step document explains how to make a backup copy of your PowerAdvisor database and restore it on another computer system for remote usage.
• HowTo_XPSp2Setup.PDF - This step by step document explains how setup PowerAdvisor database sharing on a Windows XP operating system with Service Pack 2 installed.