Windham Portfolio Advisor Ratings

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

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. Learn more about Windham Portfolio Advisor

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Showing 6 of 6 reviews

Showing Most Helpful

Showing 6 of 6 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Chris F.
Sales
Insurance, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
January 17, 2018

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

OverallVery 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.
ProsVery 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.
ConsWindham 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.
Reviewer Source 
Source: Capterra
January 17, 2018
Chris E.
Research Associate
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Reviewer Source 
Source: Capterra
May 30, 2018

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

ProsExtremely 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
ConsMore benchmarks would be great, however the ease of importing benchmarks makes this less important.
Reviewer Source 
Source: Capterra
May 30, 2018
Verified Reviewer
Government Administration, Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
June 28, 2018

“Excellent product to help build your portfolio.”

OverallThe software allowed to run various scenarios easily and quickly to respond to stakeholder questions.
ProsThe 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.
ConsWould 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.
Reviewer Source 
Source: Capterra
June 28, 2018
Nicholas S.
Investment Analyst
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Source: Capterra
May 25, 2017

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

ProsEase of use, ability to easily upload and reuse past model runs. Great customization and optionality of the various inputs that go into simulations.
ConsCould use some customization options in the 'presentation slides' output, and could also use more asset class benchmark options.
Source: Capterra
May 25, 2017
Max O.
Partner
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Source: Capterra
April 4, 2016

“The Grand Piano of Portfolio Optimization Software”

OverallPros: 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.
Source: Capterra
April 4, 2016
Scott F.
Senior Portfolio Manager
Banking, 201-500 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: Capterra
May 25, 2017

“Great for discussing asset allocation and risk with clients”

OverallThis is very helpful in meetings with new clients who may not fully appreciate the trade-offs between risk and return
ProsGreat graphics and tables to highlight the interdependence of allocation, volatility and time horizon.
Source: Capterra
May 25, 2017