Cornerstone Revolutions™, LLC, Announces Back-office Services for Advisors Who Custody with Merrill Lynch
Cornerstone Revolutions, LLC has added a Merrill Lynch custodial interface to their list of products for financial advisors using PowerAdvisor Asset Management Software who custody with Merrill Lynch.
Portland, OR, May 13, 2007 --(PR.com)-- Cornerstone Revolutions™, LLC known in the financial advisory community for its PowerAdvisor™ portfolio management software (PMS), today announced the release of a new Merrill Lynch custodial interface available through the Cornerstone back-office services group. The interface allows advisors who custody their data with Merrill Lynch to simplify the labor intensive account download and reconciliation through the automated process the interface affords.
“We’re pleased to offer our clients a custodial interface for a brokerage firm that garners the respect that Merrill Lynch does,” said Angela Lyles, Cornerstone’s CEO. “The more tools and services we offer advisors, the less time they need to spend on managing technology, data, and IT staff,” added Lyles.
Cornerstone Revolutions’ back-office services provide data management for financial advisors including data downloads from major custodians, data scrubbing, posting, account reconciliations, corporate actions, client billing, and report production.
Merrill Lynch & Co., Inc., is a Delaware corporation that, through its subsidiaries and affiliates, provides capital markets services, investment banking and advisory services, wealth management, insurance, banking and related products and services on a global basis. Merrill Lynch has over 15,000 advisors in over 700 offices throughout the world.
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For a complete listing of Cornerstone asset management tools and pricing visit www.poweradvisortools.com or call Eric Duran of Cornerstone Revolutions, Inc. at 503-968-7202 for additional information.
About: Cornerstone Revolutions, LLC, is a software development firm specializing in applications for financial professionals, located in Portland, Oregon.
“We’re pleased to offer our clients a custodial interface for a brokerage firm that garners the respect that Merrill Lynch does,” said Angela Lyles, Cornerstone’s CEO. “The more tools and services we offer advisors, the less time they need to spend on managing technology, data, and IT staff,” added Lyles.
Cornerstone Revolutions’ back-office services provide data management for financial advisors including data downloads from major custodians, data scrubbing, posting, account reconciliations, corporate actions, client billing, and report production.
Merrill Lynch & Co., Inc., is a Delaware corporation that, through its subsidiaries and affiliates, provides capital markets services, investment banking and advisory services, wealth management, insurance, banking and related products and services on a global basis. Merrill Lynch has over 15,000 advisors in over 700 offices throughout the world.
###
For a complete listing of Cornerstone asset management tools and pricing visit www.poweradvisortools.com or call Eric Duran of Cornerstone Revolutions, Inc. at 503-968-7202 for additional information.
About: Cornerstone Revolutions, LLC, is a software development firm specializing in applications for financial professionals, located in Portland, Oregon.
Contact
Cornerstone Revolutions, LLC
Andrew Kehoe
503-968-7202
poweradvisortools.com
Contact
Andrew Kehoe
503-968-7202
poweradvisortools.com
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