Windham Portfolio Advisor

4.5 / 5 3 reviews

Who Uses This Software?

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


Average Ratings

3 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Windham Capital Management
  • www.windhamcapital.com/
  • Founded 1988
  • United States

About Windham Portfolio Advisor

The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team.


Spotlight_media_placeholder

Windham Portfolio Advisor Features

  • Compliance Management
  • Credit Risk Management
  • Liquidity Analysis
  • Loan Portfolio Management
  • Market Risk Management
  • Operational Risk Management
  • Portfolio Management
  • Portfolio Modeling
  • Risk Analytics Benchmarks
  • Stress Tests
  • Value At Risk Calculation
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Windham Portfolio Advisor Reviews Recently Reviewed!

Great for discussing asset allocation and risk with clients

May 25, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Great graphics and tables to highlight the interdependence of allocation, volatility and time horizon.

Overall: This is very helpful in meetings with new clients who may not fully appreciate the trade-offs between risk and return

WPA has been a great product to use in getting clients to understand their future needs.

May 25, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Ease of use, ability to easily upload and reuse past model runs. Great customization and optionality of the various inputs that go into simulations.

Cons: Could use some customization options in the 'presentation slides' output, and could also use more asset class benchmark options.

The Grand Piano of Portfolio Optimization Software

Apr 04, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Mark and his team have very thoughtfully combed through the details that go into portfolio statistics. The deeper you dive into this program, the better it looks. I really wouldn't use any other optimization software now that I know the level of detail that went into building this. The alternatives out there are too basic and/or miss crucial details. A+ to the Windham team.

Cons: Native application instead of web/cloud based. Can be difficult to use if you haven't learned exactly how it works. PC only.