Get Complete Wealth Planning & Reporting
in One Integrated Toolset

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