Product Comparison
Easy ROR
Easy ROR
Wealth Planning
Data Tracking $59.95 $299.95 $59.95 $99.95 $399.95
Dividends, Distributions, Splits, Mergers      
Requires Only Balances, Deposits, Withdrawals    
Stocks, ETFs, Mutual Funds, Indexes      
Historical Price/Volume      
Multiple Portfolios    
Downloads Security Prices      
Can Import All Required Data from File  
Maintains Client Information    
Status Reports          
Current Holdings    
Net Worth      
Gain/Loss - Portfolio    
Asset Allocation    
Customizable Report Headers    
Investment Analysis          
Securities Charting      
Individual Securities Rate of Return      
Portfolio Internal Rate of Return (IRR)    
Portfolio Time-Weighted Rate of Return      
Adjusts Returns for Taxes/Fees    
Graphs Portfolio Rate of Return    
Supports AIMR/GIPS Calculation Methods      
Composite Rate of Return for Multiple Portfolios    
Benchmarking for Portfolios      
Benchmarking for Individual Securities      
Risk/Reward Analysis    
Advanced Securities Charting      
Technical Analysis      
Backtesting and Trading Systems      
Portfolio Design    
Buy/Sell Alerts      
Security Screening, Comparison, Selection      
Portfolio Design / Asset Allocation Analysis      
Retirement Planning          
Pre-Retirement Planning      
Semi-Retirement Planning      
Post-Retirement Planning      
Handles Tax-Advantaged Savings      
Post-Retirement Tax Calculation      
Projections in Today's or Future Dollars      
Automatic Penalty and RMD Navigation      
Automatic Tax Optimization      
Automatic 72(t) Planning      
Income Tax Leveling      
Social Security Optimization      
Custom Financial Events      
Asset Allocation Planning    
72(t) Calculator      
Mortgage Calculator      
Interactive Graph      
Interactive Report      
Customizable Extended Report Sections      
Monte Carlo Simulation and Probability      
Reality Retirement Planning      
Flexible Borrowing Control      
Imports Assets/Liabilities from File      
Downloads Tax Tables and Market Data      
Data Security  
Easy ROR

Easy ROR



Wealth Planning




All applications support Hamilton Software Windows XP, Vista, 7, 8, 8.1, 10

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