Asset Manager vs Windham Portfolio Advisor

Starting Price

Not provided by vendor Not provided by vendor

Best For

SimCorp serves the worlds leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds.

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

Rating


5 / 5
(1)

5 / 5
(6)
Read All Reviews

Ideal number of Users

2 - 1000+

1 - 99

Ease of Use


5 / 5

4.5 / 5

Customer Support


5 / 5

5 / 5

Features & Functionality


5 / 5

5 / 5

Value for Money


5 / 5

4.5 / 5

Product Features

  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • check 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
  • 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

Capterra screenshot placeholder
Capterra screenshot placeholder

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

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Asset Manager vs Windham Portfolio Advisor

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