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...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

6 Reviews of Windham Portfolio Advisor

Average User Ratings

Overall

4.83 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(5)

5

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 6 of 6 results

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June 2018

Anonymous

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

Excellent product to help build your portfolio.

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.

January 2018

Chris from Kestler Financial Group

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

May 2017

Scott from Macatawa Bank Wealth Management

Company Size: 201-500 employees

Industry: Banking

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

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

Pros

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

May 2018

Chris from Rockland Trust

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

May 2018

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

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.

May 2017

Nicholas from Advance Publications

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2017

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

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.

April 2016

Max from Osbon Capital Management

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

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.