Easy ROR Pro™
Deliver GIPS® Compliance1
with Portfolio Time-Weighted Rate Of Return
Accurately calculate Time-Weighted Rate of Return (TWRR) for
any investment portfolio (or composite group of portfolios) using only entries of balances, deposits and
withdrawals. Easy ROR Pro uses GIPS methodology to provide accurate
results meeting professional standards, and adds portfolio benchmarking,
charting, and volatility/risk/reward analysis. Give your RIA a competitive
- Internal (money-weighted) and Time-Weighted Portfolio Rate of Return from only balances, deposits and withdrawals.
No need to track internal
positions, trades, transfers, dividends, etc. saves you hours of time and reduces errors.
- GIPS methodology as
described in CFA Institute standards
provides accurate, professional results
and helps you become GIPS-compliant.
- Portfolio Benchmarking
provides both raw and "as-invested" comparison of your returns with indexes or
your custom-made benchmarks, which
Easy ROR Pro downloads.2 Graph portfolio activity and performance alongside
market indexes or personally designed benchmarks.
- Portfolio Risk/Reward Analysis
provides essential insight into
performance with metrics like Volatility, Beta, R-squared, and Sharpe Ratio.
- Create reports in a variety of formats,
before or after taxes and fees, with flexible reporting of periodic and annualized Rate of Return.
- Track many portfolios and
quickly calculate Composite ROR for any group
using GIPS-approved methods, with
asset weighting, asset-plus-cash-flow weighting, geometric linking, and dispersion.
Enter only balances, deposits and withdrawals
to accurately calculate rate of return
single or composite portfolios over any time period. Returns can be reported both before
or after tax, and gross or net of fees. No complex record-keeping, no constant updating;
internal trades and positions don't need to be tracked.
Reports can be produced between any two balance dates, or for monthly, quarterly or annual periods, showing both individual and cumulative period results.
Use GIPS Time-Weighted ROR calculation methods,
Valuation and geometrically-linked IRR or Modified Dietz, as well as calculation of composite performance and dispersion for portfolio groups using asset-weighted, asset-plus-cash-flow,
or aggregate methods.
The global standard for performance reporting.. If you're a professional,
offering GIPS-compliant performance gives you a significant competitive
advantage; in fact,
prospective clients will increasingly expect your practice to be GIPS-compliant
in the coming decade.
Easy ROR Pro provides necessary methods to meet the 2011 standards.1
is the recognized reporting standard administered by the CFA Institute
Compare performance to tailored benchmarks.
Easy ROR Pro provides both raw and "as-invested" comparison of investment returns with your choice of indexes,
or your own tailored benchmarks blending any indexes or securities.
Easy ROR Pro will automatically download and calculate benchmark rate of return
over the applicable periods on reports.
Measure portfolio risk/reward
for your clients using revealing
metrics like Beta, Volatility, R-Squared and Sharpe Ratio.
Flexible reporting features
allow you to
show your clients exactly what they need to see, and portfolio rate of return
can be plotted graphically alongside your benchmarks or alongside portfolio cash
"Both easy and easier to use
than a competing piece of software we’ve recommended in the past, [CapTools] PFROI."
"Unique, powerful, and elegant." Robert Foretich, President IIMC