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PowerAdvisor

By Cornerstone Revolutions, Inc.

Current Version: 3.0 
 
Product Description  

 

PowerAdvisor portfolio management software is a complete solution for managing assets, producing reports, billing clients and rebalancing accounts. With superior security, data control and portability, PowerAdvisor is available both as a desktop application and hosted solution.


 
Contact Information
 
Website: http://www.poweradvisortools.com
 
Support: phone:
email: sales@powerinvestmentTools.com
 
Sales & Marketing: phone: 503-968-7202
email: sales@powerinvestmenttools.com
 
Marketing
 
Target Customer Profile:  
Independent Financial Advisors, Investment Advisors & Portfolio Management Firms
 
 
Download/Demo Available: Yes 
 
Average Price:   Monthly Rate
(based on a single location: 1-5 users)
 
Target Business Size:   Small ($0 - $1 million Revenue)
 
No. Installations: <25
 
Target Country(s):
United States
 
Target Industry(s): Finance, Banking & Investment Services
 
Implementation/Support
 
Certification Program: No
 
Implementation Services: Not Required
 
Avg. Implementation Period: 0-5 days
 
Support Services: Email
Person to Person Phone Support
 
ASP/Hosted Solution: Yes
 
Technical
 
Client Operating
System(s):
Windows XP
 
Server Operating
Systems(s):
Windows 2003
 
Development Tools: Microsoft Visual Studio .NET
Other: Shipped with Microsoft Desktop Engine (MSDE) or use with Microsoft SQL Server 2000
 
Database(s) Supported: Microsoft SQL Server
 
User Interface: Windows
 
Customization: Yes
 
Industry Standards
Supported:
Not Available
 
Business Functionality
 
General Classification: Financial Planning
 
Functionality:
Financial Planning
- Portfolio Management
 
System Independence: Stand-a-Lone
 
 
Additional Information:  


 
 
This product integrates to the following other solutions...
 
Other solutions that integrate with this product...
 




Note: The vendor profile above for (PowerAdvisor
) is not written by Accounting Software 411. Information is provided and maintained by the vendor Cornerstone Revolutions, Inc. and/or by third party sources. Accounting Software 411 confirms basic company data prior to posting a profile. The above information is not a review or endorsement by Accounting Software 411 of the product.



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