Windham Portfolio Advisor 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Windham Portfolio Advisor

4.8

(6)

Pricing

Starting at $10,000.00 per year

About Windham Portfolio Advisor

Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and risk management. Key features include asset allocation, capital market forecasting, factor analysis, stress testing and wealth simulation.

Windham Portfolio Advisor enables users to develop capital market assumptions for returns using CAPM, Bayesian Analysis and custom forecasts. Its risk management tool allows users to handle portfolio prospects and complexities based on market exposure and expectations. Additionally, its factor analysis module assists managers with forecasting the expected return values of assets and help identify sources of risk and return.

Windham Portfolio Advisor allows users to generate reports, investment policy statements and proposals which can be exported to Microsoft Word, Excel and PowerPoint applications. Pricing of the product is available on request and support is extended via phone, email and online helpdesk.

Windham Portfolio Advisor Screenshots

Windham Portfolio Advisor Pricing and Plans

Starting price: $10,000.00 per year

Free Trial

Free Version

Basic

$10,000.00

per year

No plan information available

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Windham Portfolio Advisor Features

Popular features found in Financial Risk Management
Credit Risk Management
Loan Portfolio Management
Operational Risk Management
Portfolio Modeling
More features of Windham Portfolio Advisor
API
Benchmarking
Financial Risk Reporting
Forecasting
Investments Tracking
Market Risk Management
Portfolio Analysis
Portfolio Management
Reporting/Analytics
Risk Analysis
Risk Assessment
Risk Management
Stress Tests

Windham Portfolio Advisor User Reviews

Overall Rating

4.8

Ratings Breakdown

83%

17%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.8

Functionality

4.8

Have you used Windham Portfolio Advisor and would like to share your experience with others?

Verified

Reviewer

Government Administration

Used monthly for more than 2 years

Review source

Reviewed June 2018

Excellent product to help build your portfolio.

The software allowed to run various scenarios easily and quickly to respond to stakeholder questions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Chris F.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed January 2018

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

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Scott F.

Banking

201-500 employees

Used other for less than 6 months

Review source

Reviewed May 2017

Great for discussing asset allocation and risk with clients

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Chris E.

Used weekly for less than 2 years

Review source

Reviewed May 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Max O.

Verified reviewer

Used unspecified for unspecified

Review source

Reviewed April 2016

The Grand Piano of Portfolio Optimization Software

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.

Ratings Breakdown

Ease of use

Customer support

Nicholas S.

Used weekly for less than 12 months

Review source

Reviewed May 2017

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