Windham Portfolio Advisor vs CLEARVISION vs COLLINE

Starting Price

Not provided by vendor Not provided by vendor Not provided by vendor

Best For

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.

Wealth Managers, Independent Asset Managers, Funds, Private Banks, Trust Companies

Not provided by vendor

Rating


5 / 5
(6)

(0)

(0)

Ideal number of Users

1 - 99

1 - 99

Not provided by vendor

Ease of Use


4.5 / 5

Customer Support


5 / 5

Features & Functionality


5 / 5

Value for Money


4.5 / 5

Product Features

  • close Compliance Management
  • close Credit Risk Management
  • close For Hedge Funds
  • close Liquidity Analysis
  • close Loan Portfolio Management
  • check Market Risk Management
  • close Operational Risk Management
  • check Portfolio Management
  • close Portfolio Modeling
  • check Risk Analytics Benchmarks
  • check Stress Tests
  • check Value At Risk Calculation
  • check Compliance Management
  • check Credit Risk Management
  • close For Hedge Funds
  • check Liquidity Analysis
  • check Loan Portfolio Management
  • check Market Risk Management
  • check Operational Risk Management
  • check Portfolio Management
  • check Portfolio Modeling
  • check Risk Analytics Benchmarks
  • check Stress Tests
  • check Value At Risk Calculation
Not provided by vendor

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • close Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • close Live Online
  • check Webinars
  • check Documentation

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Windham Portfolio Advisor vs CLEARVISION vs COLLINE

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