Hamilton Software

Robo-Advisors & Wealth Management

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Hamilton Software, Inc. offers a range of investment software products designed for both individual investors and professional advisors. With over 30 years of experience, the company provides tools for wealth planning, portfolio management, and market analysis, all without monthly fees and with free support.

Hamilton Software can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Hamilton Software are:

Harpoon Promoted → Wakett → WorkHorse → Clockwork → Hazeltree →

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Details

Hamilton Software Main Features

• Easy ROR
  This feature allows you to quickly calculate and track your portfolio's rate of return.
• Fundwatch
  This tool helps you analyze stocks, test trading systems, and keep an eye on the market.
• Easy ROR Pro
  It measures your portfolio's performance using GIPS standards and provides helpful charts.
• EarlyRetire Pro
  This tool helps you create a plan for building wealth and retiring faster.
• Investor's Accountant
  This software organizes your investments and tracks all your transactions easily.
• Wealth Planning Suite
  This combines various tools for complete financial planning and portfolio design.
• Invest More Profitably
  It provides tools to help you make better investment choices and increase your profits.
• Design Your Ideal Portfolio
  You can create a personalized investment portfolio that fits your financial goals.
• Analyze and Backtest the Market
  This feature lets you study and test trading strategies using real market data.
• Make Your Practice GIPS Compliant
  This helps ensure your investment practice meets GIPS standards for reporting performance.
• Retire Sooner by Planning Intelligently
  This feature helps you plan your finances smartly to retire earlier.

Hamilton Software Benefits

• Invest More Profitably
  The software helps you find better investment opportunities, which can lead to higher returns.
• Design Your Ideal Portfolio
  You can create a portfolio that fits your goals and needs, helping you invest more effectively.
• Empowering the Small Investor
  The tools are designed to help individual investors succeed, making investing easier and more accessible.
• Analyze and Backtest the Market
  This helps you understand how different investments might perform, so you can make better choices.
• Make Your Practice GIPS Compliant
  Being GIPS compliant means your reports are trustworthy and meet industry standards, which builds client confidence.
• Retire Sooner by Planning Intelligently
  Smart planning can help you reach your retirement goals faster, giving you more time to enjoy life.

Who should use Hamilton Software?

• Small Investor
  You can use tools to manage your investments without paying monthly fees.
• Financial Planner
  You can create detailed plans for clients and ensure their investments meet high standards.
• Individual Investor
  You can plan your retirement better and invest wisely to grow your money.
• Professional Advisor
  You can help your clients with smart financial plans and track their investments easily.

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Hamilton Software Alternatives

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Hazeltree

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