Cornerstone Revolutions, Inc. Renews Affinity Partnership with TD Ameritrade Institutional

Share Article

Cornerstone Revolutions, Inc., a software development firm specializing in applications for financial professionals, announced that TD Ameritrade (TDI) has reaffirmed PowerAdvisor as a preferred portfolio management solution for its Registered Investment Advisors (RIA's).

Cornerstone Revolutions, Inc., a software development firm specializing in applications for financial professionals, announced that TD Ameritrade (TDI) has reaffirmed PowerAdvisor as a preferred portfolio management solution for its Registered Investment Advisors (RIA's).

This is the third consecutive year that TDI has endorsed PowerAdvisor™ through its Affinity Services program. As a member of the Affinity Services program, Cornerstone's PowerAdvisor™ portfolio management software is offered to TDI's independent RIA's at a promotional price.

TDI provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent RIAs and their clients.

"TDI's decision to renew its affinity partnership with us demonstrates the value our portfolio management solution brings to its independent advisors," says Mary Hepler, CEO of Cornerstone Revolutions, Inc. "The independent RIA relies on our tools to serve their clients and practice needs through more than 60 reports and automation of time consuming data management processes."

For a complete listing of Cornerstone asset management tools and pricing, visit http://www.poweradvisortools.com, or call Cornerstone Revolutions, Inc. at 503-968-7202 for additional information.

About: Cornerstone Revolutions, Inc., is a software development firm specializing in applications for financial professionals, located in Portland, Oregon.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Angela Lyles, COO
Visit website