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Get Complete Wealth Planning & Reporting
in One Integrated
Toolset
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Easy ROR Pro™
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Wealth Planning Suite™
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Professional Performance Tracking
Portfolio rate of return and gain/loss, with composites, benchmarks, and risk analysis.
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GIPS-Compliant Reporting
GIPS methodology to calculate both time-weighted and
money-weighted rate of return for portfolios, portfolio composites, and
comparison to benchmarks.
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Strategic
Financial Planning
Detailed retirement planning to intelligently navigate Social Security, the
Affordable Care Act, college expenses, retirement account withdrawals,
investments, taxes, etc.
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Portfolio Design
Asset allocation design to meet goals with minimal risk using various models,
including Monte Carlo simulation.
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Indepth Investment Analysis
Technical analysis of
investments, securities screening, trading system backtesting, and buy/sell
alerts.
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$299.95 |
$399.95 |
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