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 you 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 permanent 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.