Customers
The following is a partial list of customers.
  • A.G. Edwards
  • Arthur Andersen LLP
  • Bogue Asset Management
  • Deloitte Touche Tohmatsu
  • Gruntal and Company
  • Mid-America Transplant Association
  • Salomon Smith Barney


  • This software has saved me many hours of tedious spreadsheet work.

    Chris Santos, CFA, CPA
    The new version of the Investment Performance Calculator will serve to enhance my reporting capabilities with my clientele.

    Jeffrey N. Bogue, CFP
    Your product is great. For years I've been looking for something like this.

    Barbara Higgins
    The Investment Performance Calculator is performance measurement made easy.

    Steve Ray