Windham Portfolio Advisor vs B2B white-label robo advisory

Starting Price

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.

Banks, insurances, wealth managers, financial advisory firms/broker pools, non-banks

Rating


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

Ideal number of Users

1 - 99

10-49

Ease of Use


4.5 / 5

Customer Support


4.8 / 5

Features & Functionality


4.8 / 5

Value for Money


4.4 / 5

Product Features

  • 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
Not provided by vendor

Screenshots

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Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

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Windham Portfolio Advisor vs B2B white-label robo advisory

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share Share Your Comparison of B2B white-label robo advisory vs Windham Portfolio Advisor