PowerAdvisor is a Portfolio Management Software system designed to boost efficiency for RIAs. See how PowerAdvisor can help your business soar to new heights of productivity.
Tap into a feature-rich, customizable platform
For all your portfolio and asset management needs, PowerAdvisor gives you unlimited capability for clients, accounts, contacts, securities, asset classes, groups, models, indices and more. As an asset portfolio management system, PowerAdvisor allows you to accommodate your firm’s fee structure and billing methods with calculation options that offer the greatest flexibility.
Access PowerAdvisor via an intuitive user interface with enhanced data security.
Easily create quality presentation reports and increase processing efficiency with batch reporting and multiple export formats including PDF and Excel.
PowerAdvisor delivers compliance solutions
Minimize the administrative cost of oversight and maximize resources dedicated for client care and practice building thanks to built-in solutions for managing compliance including 18 audit-ready compliance reports.
Microsoft’s SQL Server open-architecture database insures maximum flexibility and portability for use in other applications. Easily access all the data you need to make informed decisions and provide your clients with distinctive, sophisticated reports.
Contact
☎ CONTACT
Info@poweradvisortools.com
(503) 968-7202
Features & Functionality
Billing
Generate invoices with ease. Fees can be calculated based on performance, flat amounts, minimum amounts, AUM tiers for different rates, looking forward or back, and/or whether the account is grouped in a household or charged individually. Two distinct formats are offered, and often customized.
Asset allocation
Build and track models to monitor a portfolio’s composition overtime, and seek corrections to each asset allocation when needed. Reports can organize portfolio assets by asset class, sector, industry, security type, or further designations customized for the user.
Performance Reporting
Determine returns using a TWRR method or an IRR method. Multiple performance reports available to examine overall account returns, household returns, individual security performance, categorical performance, performance versus benchmarks, customizable benchmarks and indices, and overall makeup of portfolio.
Data management
Keep all information on your accounts and clients in one, secure place. PowerAdvisor databases are protected by state-of-the-art data encryption and rigorous security protocols. Account numbers can be partially obscured in reports for an extra layer of protection on all outgoing media.
Batch reporting
Make the end of each quarter simple. Batch reporting allows you to create cyclical reports for many clients with just one click. Leverage our back-office service to further enhance the efficiency of your advisory practice. We can often generate cyclical reports for you and deliver them straight to your inbox.
Compliance
Access to a suite of audit-ready reports developed with state and federal experts.
Let's Chat.
Use the form below to contact us for a demo of PowerAdvisor, or with any questions about our product and services.