Windham Labs

Windham Portfolio Advisor

5 / 5 5 reviews

Who Uses This Software?

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


Average Ratings

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

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Windham Labs
  • 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 & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Windham Portfolio Advisor Reviews Recently Reviewed!


Great product. Windham allows us to optimize with a focus on downside protection & tax efficiency

May 30, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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.

We use Windham Portfolio Advisor with our advisors to make sure they act as fiduciaries.

Jan 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

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.