--- title: "Windham Portfolio Advisor Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Windham Portfolio Advisor Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/82835/Windham-Portfolio-Advisor/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Windham Portfolio Advisor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Windham Portfolio Advisor ## What is 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. ## What is Windham Portfolio Advisor used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $10000 Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Windham Portfolio Advisor?[Manage this product listing](https://www.g2.com/products/windham-portfolio-advisor/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Windham Portfolio Advisor 4.8 (6) VS. [5.0 (12)](https://www.capterra.com/p/136411/Northstar-Risk-and-Performance-Analysis-Platform/reviews/) Starting Price $10000 Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (6) Ease Of Use 4.9 (12) Value For Money 4.4 (5) Value For Money 4.7 (11) Customer Service 4.8 (6) Customer Service 5.0 (12) ## Windham Portfolio Advisor alternatives [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/67068/Dynamo/) [Backstop](https://www.capterra.com/p/169054/Backstop/) [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting price $3000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169054/Backstop/) [TOGGLE](https://www.capterra.com/p/200059/Toggle/) [4.5 (12)](https://www.capterra.com/p/200059/Toggle/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/200059/Toggle/) [View all alternatives](https://www.capterra.com/p/82835/Windham-Portfolio-Advisor/alternatives/) ## FAQs about Windham Portfolio Advisor Overview ### What company size and specific industries is Windham Portfolio Advisor built for? Windham Portfolio Advisor is designed for institutional investors, making it best suited to enterprise and large financial organizations that need return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting. It targets investment management and similar institutional finance teams rather than small businesses. Features and Usability ### What are the key features of Windham Portfolio Advisor? Windham Portfolio Advisor includes portfolio management and portfolio analysis, along with investments tracking and benchmarking for comparing holdings against market standards. It also offers financial risk reporting, risk analysis, risk assessment, and market risk management, plus forecasting, stress tests, reporting and analytics, and API access. Getting Started and Support ### What training and onboarding options does Windham Portfolio Advisor offer? Windham Portfolio Advisor provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars provide group learning sessions, and documentation offers written reference material for self-paced review and feature guidance. Getting Started and Support ### What customer support options does Windham Portfolio Advisor offer? Windham Portfolio Advisor provides chat support for customer questions and account help. No reviewer feedback is available about support quality, so there is no basis to describe response times, helpfulness, or common frustrations. ## Features AI summary Based on 877 Hedge Fund reviews Capterra reviewers highlight these as the features buyers value most when choosing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Windham Portfolio Advisor includes **Reporting/Analytics** and **Investments Tracking**, giving firms visibility into portfolio activity and the data they need to review results over time. While the system lacks **Performance Metrics**, it does provide other important capabilities that reviewers also rate highly, including **Portfolio Management** (**40%**) and **Benchmarking** (**38%**). These features help businesses monitor holdings, compare results against targets or market standards, and make more informed investment decisions. API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Financial Risk Reporting Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems Forecasting Form predictions based on past and present data/trends Investments Tracking Monitor capital allocation and asset prices over time Portfolio Analysis Measure and assess the performance of investments Windham Portfolio Advisor 11 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Benchmarking: Compare key metrics for the business against prominent players in the industry - Financial Risk Reporting: Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems - Forecasting: Form predictions based on past and present data/trends - Investments Tracking: Monitor capital allocation and asset prices over time - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Get Advice We can help you find the software with the features you need. Features 4.8 (5) 4.8 Based on 5 reviews ## Pricing Value for money 4.4 (5) Free Trial Basic $10,000 Per Year Value for money 4.4 (5) 4.4 Based on 5 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (6) 4.8 Based on 6 reviews ## User reviews Overall rating 4.8 Based on 6 reviews Filter by rating Counts reflect reviews available in this feed. 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful SM Senior Manager, Portfolio Analysis and Research Senior Manager, Portfolio Analysis and Research Used the software for: 3-5 years ### "Excellent product to help build your portfolio." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 29, 2018 The software allowed to run various scenarios easily and quickly to respond to stakeholder questions. Pros The software goes through a very intuitive walkthrough of building a portfolio. The step by step process is very easy to follow. Support for the product is always prompt and professional. Cons Would like more of a self-help section and some more model examples to show the true capabilities of the software accessible from within the software. SA Sales Sales Used the software for: 1-3 years ### "We use Windham Portfolio Advisor with our advisors to make sure they act as fiduciaries." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 18, 2018 Very easy to generate simple asset allocations between investments. We work with a lot of older clients looking to minimize risk in their portfolios and WPA allows us to manage those complexities to avoid unnecessary loss for a client. Will also analyze a client's wealth & income and generate custom reports/statements for client meetings. Pros Very easy to generate simple asset allocations between investments. We work with a lot of older clients looking to minimize risk in their portfolios and WPA allows us to manage those complexities to avoid unnecessary loss for a client. Will also analyze a client's wealth & income and generate custom reports/statements for client meetings. Cons Windham Portfolio Advisor is great for any financial professional to implement into their everyday practice. We sometimes wish some of our other systems would integrate with WPA, but at the end of the day it's not really a huge deal. SP Senior Portfolio Manager Senior Portfolio Manager Used the software for: Less than 1 year ### "Great for discussing asset allocation and risk with clients" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 June 7, 2017 This is very helpful in meetings with new clients who may not fully appreciate the trade-offs between risk and return Pros Great graphics and tables to highlight the interdependence of allocation, volatility and time horizon. RA Research Associate Research Associate Used the software for: 1-3 years ### "Great product. Windham allows us to optimize with a focus on downside protection & tax efficiency" 5.0 June 4, 2018 Pros Extremely fast, easy to import benchmarks, provides the ability to easily optimize around turbulent periods and tax efficiency , wealth analysis tool is an added benefit that provides great reports for client meetings Cons More benchmarks would be great, however the ease of importing benchmarks makes this less important. PA Partner Partner ### "The Grand Piano of Portfolio Optimization Software" 5.0 May 17, 2017 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. IA Investment Analyst Investment Analyst Used the software for: Less than 1 year ### "WPA has been a great product to use in getting clients to understand their future needs." 5.0 May 25, 2017 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.