PowerInvestmentTools
by Cornerstone Revolutions
Cornerstone's PowerInvestmentTools is a suite of software products and service solutions developed specifically for independent investment professionals. With our PowerAdvisor system you can efficiently manage your client's assets with a single toolset for portfolio management, performance measurement, reporting and billing. Our Tools allow you to flexibly manage the complexities of your practice for however you do business - both now and in the future.
- AIMR Compliance
- CRM Integration
- Custom User Interface
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Hierarchy Control
- Limit Control
- Mobile Access
- Modified Dietz Analysis
- Performance Measurement, Cash / No Cash
- Performance Measurement, Time Period
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Reporting
- Risk Analytics Benchmarks
- Time Weighted Rate of Return Analysis
- Trade Tracking
Available on the following platforms: Windows, Web Based
Support available: Regular Business Hours, Online/Self Service
About Cornerstone Revolutions
Year Founded: 2002
Location: Oregon - United States
Number of Customers: 300
Industries Served: Financial Services
Annual Revenue: $0-1 Million
