Review Detail
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
3.0
Pricing
4.0
Excellent product, Excellent service
I initially hired a service bureau to provide this service but was quickly disappointed by the lack of follow through and timely reconciliation of accounts. I could see the handwriting on the wall should I ever decide to move to another provider.
Power Advisor is written using Microsoft's SQL database, which is an industry standard, making the data completely portable and easy to integrate into other systems as the system matures.
This is the best system in my opinion.
User Review
The Good
Excellent system with outstanding service. Very easy to use and maintain.
The Bad
No current integration with other software systems outside of Cornerstone Revolutions, Inc.
The Bottom Line
Best system for the money.
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