| Website | powerinvestmentto... |
| Category | Software |
| Phone | 503-968-7202 |
| Employees | 25 |
| Founded | 12/02 |
| Description | Portfolio Management Software & Services |
Cornerstone’s PowerInvestmentTOOLS is a suite of software and service solutions developed specifically for independent investment professionals.
Our flagship product is PowerAdvisor Portfolio Management System for investment tracking and performance measurement. With over 60 reports including 18 for regulatory compliance, PowerAdvisor’s open architecture and feature-rich toolset provides tax lot accounting with cost basis tracking, batch reporting, flexible billing features, client invoicing, and asset allocation models with rebalancing reports. PowerAdvisor is currently available as a desktop application or as a web based, hosted solution.
The PowerInvestmentTOOLS suite also includes PowerTrade Order Management System for rebalancing and trade order management. PowerOffice is our complete and customizable back office outsourcing service that includes data downloads and reconciliation, reporting, client invoicing, and corporate action processing. PowerPortal are SSL certified client web portals for secure document and file viewing, exchange and storage with client communication tracking and reports.
