Windham Labs

Portfolio Lab

Who Uses This Software?

Investment teams, RIAs, family offices, financial advisors

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

  • Windham Labs
  • Founded 1988
  • United States

About Portfolio Lab

This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you and your Investment Team, client-facing advisors can make adjustments as permissioned and develop custom proposals and reports for both existing and potential clients. -Generate reports -Run wealth simulations -Perform scenario analysis -Manage user permissions -Define your strategies

Portfolio Lab Features

  • Analytics
  • Branch Optimization
  • Channel Management
  • Compliance Management
  • Customer Engagement
  • Performance Management
  • Risk Management

Portfolio Lab Reviews

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