External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Performance reporting and billing tool helping advisors track portfolios and calculate client fees.
Description
PowerAdvisor provides portfolio performance reporting and fee billing for financial advisors, helping smaller firms track portfolios and generate client performance and billing statements without enterprise overhead.
APIs and Security
Security checks
None
Public APIs
No
