# Windham Portfolio Advisor Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Windham Portfolio Advisor Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/82835/Windham-Portfolio-Advisor/reviews --- # Windham Portfolio Advisor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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? [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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.windhamlabs.com/&name=Windham Portfolio Advisor) ## 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. [4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/) Starting Price $10000 Per Year Starting Price $3000 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (6) Ease Of Use 4.2 (251) Value For Money 4.4 (5) Value For Money 4.0 (241) Customer Service 4.8 (6) Customer Service 4.4 (247) ## Windham Portfolio Advisor alternatives [0.0](https://www.capterra.com/p/24348/VestServe/#reviews) Starting price $27500.00 Per User, Per Month [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Aladdin](https://www.capterra.com/p/10013812/Aladdin/) [4.0 (1)](https://www.capterra.com/p/10013812/Aladdin/#reviews) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10013812/Aladdin/) Highest Rated [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 [Learn More](https://www.capterra.com/p/275057/Unity/) [View all alternatives](https://www.capterra.com/p/82835/Windham-Portfolio-Advisor/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems Form predictions based on past and present data/trends Monitor capital allocation and asset prices over time Measure and assess the performance of investments Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk View and track pertinent metrics to find patterns and gain insights from data Analyze potential risks across the organization Initiate collection and analysis of known risks 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 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Senior Manager, Portfolio Analysis and Research Government Administration ### "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 28, 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CE Chris E. Research Associate ### "Great product. Windham allows us to optimize with a focus on downside protection & tax efficiency" 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 0/10 May 30, 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CF Chris F. Sales Insurance ### "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 17, 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SF Scott F. Senior Portfolio Manager Banking ### "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 May 25, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NS Nicholas S. Investment Analyst ### "WPA has been a great product to use in getting clients to understand their future needs." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MO Max O. Partner ### "The Grand Piano of Portfolio Optimization Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 April 4, 2016 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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