Windham Portfolio Advisor vs iDEAL Wealth & Funds

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.

Indian Subcontinent, Sub Saharan Africa, Asia Pacific and Middle East, Philippines, Sri Lanka, Nigeria, Vietnam, Mauritius, West Africa, Zambia, Zimbabwe, United Kingdom

Rating


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

Ideal number of Users

1 - 99

100-499

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
  • close Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • close Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check 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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Windham Portfolio Advisor vs iDEAL Wealth & Funds

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share Share Your Comparison of iDEAL Wealth & Funds vs Windham Portfolio Advisor