PowerAdvisor
HQ Address
319 SW Washington St, Portland, OR 97204, United States
Website Address
Business introduction
Performance. Billing. Track Portfolios with PowerAdvisor
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 Solutions
PowerAdvisor Platform
Performance reporting Determine returns using a TWRR (Time-Weighted Rate of Return) method or an IRR (Internal Rate of Return) method. Multiple performance reports are 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. We often......
