AIM vs Juniper Square vs Windham Portfolio Advisor

Starting Price

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

Best For

Private equity, venture capital, real estate, family offices, funds of funds, institutional investors, pension fund managers, placement agents, endowments and foundations

Real estate investment managers who manage outside capital

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

Rating

(0)


5 / 5
(34)


5 / 5
(6)

Ideal number of Users

2 - 1000+

2 - 1000+

1 - 99

Ease of Use


5 / 5

4.5 / 5

Customer Support


5 / 5

5 / 5

Features & Functionality


4.5 / 5

5 / 5

Value for Money


5 / 5

4.5 / 5

Product Features

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

Screenshots

View 5 screenshots 86126 thumb
View 4 screenshots 93855 thumb
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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
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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AIM vs Juniper Square vs Windham Portfolio Advisor

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