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Frequently Asked Questions

Q  Is Hamilton Software GIPS®-compliant? 
GIPS® (Global Investment Performance Standards) is the global standard for performance reporting administered by the CFA Institute.  If you're a professional, offering GIPS-compliant performance is becoming increasingly important and will gain you a significant competitive advantage; in fact, prospective clients will likely expect your firm to be GIPS-compliant in the coming decade.  Some of our software uses GIPS calculation methods you are required to use for compliance.  Software programs (and vendors) cannot claim GIPS compliance, only firms with assets under management can.  So neither we nor our products can claim to be "GIPS-compliant", but some of our products can help you become GIPS-compliant by providing necessary calculation methods.  Full GIPS compliance involves many requirements of which calculation methodology is only one.  See our Resources page for links to learn more about GIPS and the CFA Institute.

Q  What are the costs for Hamilton Software products and support? 
There is only a one-time fee to purchase a software license for any of our products.  Minor updates can be downloaded from our website for free until the next version is released.  After that, you can optionally upgrade to the latest version for an upgrade fee (listed on our website) at any time in the future.  We release new versions approximately once a year (see product Release Notes).  We provide FREE email and telephone technical support (see our terms), so there are no ongoing costs!  You must purchase a separate license for each separate installation of a product if you will have multiple users.  Since our products are downloaded, there's no shipping cost.

Q  Is there a discount for multiple licenses? 
Yes.  You get 20% off each additional copy of the same product purchased in the same order.  Call us at 303-847-8092 for assistance with discounts.

Q  How does the free trial work? 
Download and install any of our programs.  Once you run the installed program, it will be fully functional for 10 days, during which you can explore it completely using your own data.  After 10 days, the program will become inactive, but it and all of your data will remain installed on your machine (unless you uninstall it).  If you wish to continue using it, you place a purchase order on our website and we will send you an activation code which will permanently re-activate the program installed on your machine (or the latest version if you re-download it) and allow you to continue using your data.  You can try as many of our programs as you like, and you can test upgrades without affecting programs you've already purchased from us.  You have nothing to lose!

Q  What operating systems do HSI products support? 
Hamilton Software Windows 98, ME, NT, 2000, XP, Vista, 7, 8, 10


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      All applications support Hamilton Software Windows 98, ME, NT, 2000, XP, Vista, 7, 8, 10                                                                               

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