Macroaxis vs Windham Portfolio Advisor

Starting Price

$7.95/month/user

Not provided by vendor

Best For

Designed for small businesses, it is an investment management solution that helps with portfolio creation, asset allocation, and more using various financial models.

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

Ideal number of Users

1 - 49

1 - 99

Rating


3.6 / 5
(5)

4.8 / 5
(6)
Read All Reviews

Ease of Use


4.2 / 5

4.5 / 5

Customer Support


3 / 5

4.8 / 5

Features & Functionality


4 / 5

4.8 / 5

Value for Money


4.2 / 5

4.4 / 5

Product Features

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

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

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Macroaxis vs Windham Portfolio Advisor

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Windham Portfolio Advisor vs Macroaxis