Personal Capital vs Windham Portfolio Advisor

Starting Price

Not provided by vendor Not provided by vendor

Best For

Not provided by vendor

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

Rating


5 / 5
(3)

4.8 / 5
(6)
Read All Reviews

Ideal number of Users

Not provided by vendor

1 - 99

Ease of Use


5 / 5

4.5 / 5

Customer Support


4 / 5

4.8 / 5

Features & Functionality


5 / 5

4.8 / 5

Value for Money


4.7 / 5

4.4 / 5

Product Features

Not provided by vendor
  • 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

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

Training

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

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Personal Capital vs Windham Portfolio Advisor

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