Windham Portfolio Advisor vs GoDigital

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.

White labeled platform for independent financial advisors that facilitates instant onboarding of new investors, online transactions, and reports view with a customizable interface.

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
  • close Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check 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
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management

Rating


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

Ideal number of Users

1 - 99

1

Ease of Use


4.5 / 5

Customer Support


4.8 / 5

Features & Functionality


4.8 / 5

Value for Money


4.4 / 5

Screenshots

Capterra screenshot placeholder
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 GoDigital

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