Windham Portfolio Advisor vs PM1e

Starting Price

Not provided by vendor

$30,000.00/one-time

Best For

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

Cloud-based wealth management platform which enables businesses of all sizes optimize, analyze, plan, execute and evaluate investments with portfolio and compliance management.

Ideal number of Users

1 - 99

2 - 1000+

Rating


4.8 / 5
(6)
Read All Reviews
(0)

Ease of Use


4.5 / 5

Customer Support


4.8 / 5

Features & Functionality


4.8 / 5

Value for Money


4.4 / 5

Product Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import/Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import/Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 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
Not provided by vendor

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Windham Portfolio Advisor vs PM1e

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PM1e vs Windham Portfolio Advisor