Cornerstone Revolutions TRIAD Trade Order Management System is designed to work in conjunction with Cornerstone PowerAdvisor asset management software to increase productivity and profitability with automated rebalancing, trading and order management processes.

TRIAD addresses three areas of the trading process - portfolio rebalancing and trading, asset allocation and compliance.


Trading

• Client investment policy & asset allocation models
• Portfolio Rebalancing
• Calculate trades & export functionality to custodial trading platforms
• Trade ticket generation & trade order management

Asset Allocation

• Asset allocation models & portfolio rebalancing
• Flexible allocation methodologies to streamline post-execution order management
• Auto-allocation of trades based on firm-wide mandates
• Asset exclusion and cash test prior to trade execution

Compliance

• Create, allocate and monitor client investment policies
• Accuracy of asset allocation relative to client investment policy
• Trade ticket generation and documentation per SEC requirements

Benefits of TRIAD Trade Order Management System

• Increase trade desk productivity by automating the most time-consuming manual tasks
• Enable portfolio managers and traders to seamlessly generate trading orders
• Strengthen advisor's compliance efforts and processes