Cornerstone PowerAdvisor

With superior security and portability, PowerAdvisor’s robust feature-set includes tax-lot accounting, cost basis tracking, over 60 reports and unrestricted flexibility for creating clients, accounts, groups securities, asset models, billing formulas, report batches, indices, index blends and more. PowerAdvisor is available as a desktop application or as a hosted solution and is compatible with most versions of Windows including 7.