PowerAdvisor’s open architecture provides feature richfunctionality that maximizes productivity and profitability.PowerPortal provides secure, customized web portals for viewing and retrieval of reports and other documents. Increase trade desk productivity with automated portfolio rebalancing and trade order processing with PowerTrade.

1. POWEROFFICE POWERTRADE Solutions for Managing
Turn-key services will streamline office operations Increase trade desk productivity with automated
and enhance services you provide your clients. portfolio rebalancing and trade order processing. the Complexities of
Data Management Services Asset Allocation Your Practice-
• Create & maintain unlimited portfolio models
• Data downloads from all major custodians
• Data scrubbing, activity posting & account
• Apply single or multiple models for superior Now and in the Future
flexibility
reconciliation
• Allocate & rebalance accounts, households,
• Corporate action processing
globally & individual securities • PowerAdvisor
• Report production & invoice production
• Models support most security types including
• Data cleanup projects stocks, bonds & mutual funds
Solutions for Portfolio Management
Back Office Services are available for PowerAdvisor and other
major PMS applications - call for more information. Trading & Order Execution • PowerPortal
• Raise or invest cash while maintaining balance to Solutions for Online Client Access
Data Conversion Services model
Cornerstone offers several data conversion services options to • Trade through multiple custodians & generate
best suit your needs and budget. trade lists for execution
• PowerCentral
• “JumpStart” a database for immediate use by • Export trade orders for manipulation in other Solutions for Best of Breed Integration
initializing PowerAdvisor with client account & asset systems
information on a specific date. • PowerOffice
• Basic conversions populate a new PowerAdvisor Compliance & Reporting Solutions for Back Office Outsourcing
database with data from an existing application or • Document & maintain client allocation policies
historical data files
• View trading restrictions prior to execution
• Performance history conversions initialize a new
• Generate reports & trade tickets for compliance &
• PowerTrade
PowerAdvisor database with performance records Solutions for Rebalancing & Trade Order
internal use
produced from an existing application or spreadsheet Management
records. This solution provides account-level returns
Manage more accounts in less time with
from inception at a fraction of the cost that is typical
greater accuracy by automating the most
of transaction-based conversions.
time-consuming tasks typically associated
with portfolio rebalancing and trade
Data conversion services are available for all major PMS
order generation. PowerTrade integrates
platforms including Advent/Axys, PortfolioCenter/ Centerpiece,
seamlessly with PowerAdvisor, or can be
Techfi, dbCams, Advisors Assistant & others. Asset Management Tools and Services for
used in conjunction with other PMS systems -
transactional downloads are not required. the Professional Investment Advisor
Fo r ad d it io n al in fo r m at io n , v isit
w w w.Powe r I nve st m e n t To o l s.c o m

2. POWERADVISOR Prices File Uploads & Document Storage
PowerAdvisor’s open architecture provides feature- • Create historical price graphs for individual securities • Seamlessly integrate with PowerAdvisor for
rich functionality that maximizes productivity and • Free & fast retrieval of equity prices through Yahoo! automated work flow processing & batch
profitability. Finance uploads
• Store documents in most file formats including
Asset Allocation Models Reporting Word, Excel, PDF & text files
• Model by security type, asset class, industry, sector • Reports for compliance, performance, holdings,
or individual security transactions & management Firm Branding & Feature Options
• Batch reporting & multiple output options including • Brand the portal with your firm logo, colors &
Billing Features .pdf, .xls & .doc design elements
• Create flat fees, minimum fees, unlimited tiering • Browser-based reporting through MS SQL Reporting • Add features such as animation, slideshows,
scenarios & project bills Services newsletters & news
• Exclude assets from billing calculations
• Bill on individual accounts or groups Securities & Benchmarks
• Unlimited security types, asset classes, industries, &
Compliance Solutions sectors
POWERCENTRAL
• Suite of 18 audit-ready compliance reports • Create indices or index blends with indices, Bringing together a blend of products, services
developed with State & Federal experts securities or blends of both and tools to broaden your firm’s capabilities and
increases efficiencies, PowerCentral is an end-to-
Data Management & Custodial Interfaces end solution with integrations to platforms most
Tax Lot Accounting
• Interfaces available for all major custodian • FIFO, LIFO, high cost, low cost & specified lots
commonly used in practice management.
platforms • Standard & double category average cost on mutual
• Easy data downloading & processing Integrated Tools
funds
• Pre-formatted MS Excel templates for import of • CRM data exchange with Redtail CRM, Protracker &
spreadsheet data Junxurei
NS FOR BEST OF BREED INTEGRATION
• Financial Planning with export to MoneyGuidePro
Data Security & Control POWERPORTAL • Research & Analytics with export to Morningstar
• Desktop application for optimal security & control PowerPortal provides secure, customized web
• Assign logins, passwords & create permissions portals for viewing and retrieval of reports and Alliance Partnerships
• Limit user access to specific accounts other documents. • Compliance affiliates offer products & services to
new advisors & existing firms.
Data Viewing & Accessibility Access & Security • Website Design & Optimization including hosting,
• View client assets & tax lots from main screen • Access, view & print remotely from any internet SEO projects, web solutions, ecommerce & more.
• Extensive filter & sorting capabilities connection 24/7
• Marketing & Graphic Design for collateral
• 128-bit SSL encryption protection with
development, blogs, mail campaigns, website
confidential ID’s & passwords
content, logo development & more.
sales@PowerInvestmentTools.com Cornerstone Revolutions, Inc. www.PowerInvestmentTools.com
18101 SW Boones Ferry Rd., Ste.100, Portland, OR 97224 Phone 503.968.7202 - Fax 971.249.7202