History
PowerAdvisor grew its roots in 2004-2005 in Portland, Oregon. Current CEO Andrew Kehoe has been with the company almost from the beginning, helping to craft a Portfolio Management System that is simple to use but delivers powerful reporting.
Over 15 years many improvements and changes have been made, but the original vision of PowerAdvisor remains. We believe that efficiency can be achieved through technology that doesn’t have to break the bank. PowerAdvisor provides all aspects of asset, performance, and compliance reporting that an RIA might need to present professional reports to their clients and/or regulators, at a competitive price.
Get in touch
We like to get to know our clients so we can provide detailed customer service to each advisor, and help them fulfill their vision. Reach out! We would love to explore whether or product and services can help your advisory firm.
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Leadership Team
CEO
Andrew Kehoe
As CEO and a long-standing employee, Andrew has been working with PowerAdvisor since April 2006. He was originally hired as an Account Manager and worked his way up in the company. Andrew is committed to fulfilling the original dream of PowerAdvisor – an effective, easy-to-use practice management system for financial professionals. Andrew spends most of his free time (that’s a joke, as Andrew has two young children) enjoying the great outdoors of the Pacific Northwest with his wife and two (adorable) kids.
Director of Marketing/Client Services
Daniel Anderson
Daniel worked for an RIA prior to joining PowerAdvisor, so he can appreciate how much work goes into every performance report and every client meeting. His chief responsibility is to make life as smooth as possible for each advisor with a PowerAdvisor database. With over 5 years of working with the PowerAdvisor product he is well equipped to serve the individual needs of each advisory firm. When not in the office, you might find Daniel catching the surf off the beautiful Oregon coast.
TestiMonials
“Power Advisor has serviced our client performance for a number of years. As a Trust Company, our needs can be quite unique, and Daniel and Andrew are always available to help us address our customers’ requests.” - Tim Morgan, Portfolio Manager, Alliance Trust Company
“I have really enjoyed working with you. You are knowledgeable and always responsive to my needs. I appreciate that!” - Dezann Korbuly, Open Range Investments
“I want to let you know that I genuinely appreciate you, your responsiveness and willingness to work East Coast hours. Of all the firms/vendors we partner with, you're without question the most dependable. Thank you in particular for all of your help recently with the TD-Schwab conversion nightmare.” - Michael Greco, GCI Financial Group
“My firm has used PowerAdvisor for more than 14 years. Being from the old school, I’ve chosen to run PowerAdvisor locally, hence accounting problems pop up from time to time. Whenever it’s something that I can’t handle, Andrew and more recently, Daniel, respond instantly, diagnose the problem immediately and do their magic to get me up and running again. Every time.” - Seth Varnhagen, North Castle Advisors