PowerAdvisor

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Note: The following information has not been updated by the vendor since 02/01/07.

Address:	13221 SW 68th Parkway, Ste 440
	Portland, OR 97223
Phone # for sales:	503 968 7202
Fax:	503 968 7201
Website:	www.poweradvisortools.com
Click link to request additional product information.
E-mail address:	sales@crev.us

CATEGORY: SOFTWARE

General Information TOP

Product name: PowerAdvisor

Initial Price: $4,995

Brief product description:

Porfolio Management Software for financial advisors, broker/dealers, and RIA's. PowerAdvisor provides 62 industry specific reports including 17 audit ready reports. Historical tracking and goals for wealth management.

System Requirements TOP

Operating system(s):

WindowsNT
Windows 2000
Windows XP

Minimum RAM required: Greater than 128 mb

Minimum hard drive space: 1 gb

Minimum modem speed: N/A

Mouse required?: No

CD-ROM used?: No

CD-ROM required?: No

Demo disk available?: Yes

Market Information TOP

Markets followed:

Stocks
Futures
Bonds
Industrial groups
Cash markets
Mutual funds
Indices
Options

Data TOP

Data type(s) utilized:

End-of-day data
Historical Data

Sources for data:

Provided by an outside data source

Downloader:

Downloader provided

Data manager:

Editor for data
Split & distribution adjustments
Historical database included with purchase
Historical database available
Data exportable to other programs
Exporting of indicator values
Data printout
Refreshes and cleans data automatically
Custom symbols (e.g., spreads, crossrates)

Data Formats TOP

Formats read directly:

ASCII

Additional formats read directly:

N/A

Formats read after conversion to program useable data: N/A

Additional formats read via conversion to program useable data:

N/A

Charts TOP

Chart type(s) utilized:

Bar Charts
Line charts
Market Profile
Overlay charts

Charting features:

Print charts
Templates

Built-in indicators: N/A

Screening and Alerts TOP

Ranking based on: N/A

Screening based on: N/A

Alerts based on: N/A

Alerts displayed on charts?: No

Alerts displayed in table?: No

Screening by individual system per market?: No

Save tables?: No

Automated printing of tables?: No

Trading Systems TOP

Trading system features: N/A

Options Analysis TOP

Options analysis features:

Portfolio reports

Support TOP

Support features:

Automated installation
Online help
Phone support
Tutorial

Manual page length (if applicable): N/A

Additional Information TOP

Additional comments (please indicate additional indicators, special features and services here):

Professional services include back-office, conversion & reconciliation.

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