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Cornerstone Revolutions LLC Launches PowerAdvisor SecureViewTM for Streamlined Office Operations and Compliance Procedures

  While it’s not uncommon for software makers to add new features to their program on a monthly or even weekly basis, it borders on revolutionary when those features continuously boost industry expectations for a software application that serves as the backbone of the user’s business.

 “  The flexibility to limit advisor access to only accounts assigned to them allows the administrator to operate from just one databas...  
Cornerstone Revolutions, LLC, makers of Cornerstone PowerAdvisor(TM) asset management software, continues to reset the features default in this small, conservative industry with the recent launch of its latest tool targeting broker dealers and offices with multiple financial advisors. The new PowerAdvisor SecureView(TM) feature limits the advisor’s view to just their own client accounts while providing the administrator with universal access to all accounts of the firm.

“The flexibility to limit advisor access to only accounts assigned to them allows the administrator to operate from just one database”, says Angela Lyles, Cornerstone’s CEO. “The simplicity of having just one database to manage makes compliance reporting, billing, downloads, reports, and accessing audit information a streamlined operation and that will no doubt be the biggest draw of our new SecureView feature”. An added bonus, points out Lyles, is that the privacy option provides an extra layer of confidentiality for advisors working in an office with other professionals.

The PowerAdvisor SecureView feature is one of a growing list of industry exclusives unique to PowerAdvisor. Other new features debuting along with the SecureView in PowerAdvisor’s latest release include the “GetPrices” function that allows advisors to retrieve missing prices automatically through the free Yahoo! online finance service; new graphs that provide price history on individual assets in an instant; and an upgrade for producing reports that optimizes them to run in seconds. The latest release of PowerAdvisor with SecureView and the other new features is currently available for download at the Cornerstone Website (http://www.poweradvisortools.com).

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