# Windham Portfolio Advisor Software Reviews, Demo & Pricing - 2026 > Review of Windham Portfolio Advisor Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/investment-management/windham-portfolio-advisor-profile --- [Home](https://www.softwareadvice.com/) / [Financial Risk Management Software](https://www.softwareadvice.com/financial-risk-management/) / Windham Portfolio Advisor Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Windham Portfolio Advisor 2026: Benefits, Features & Pricing Wondering if Windham Portfolio Advisor is right for your organization? Our Financial Risk Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Windham Portfolio Advisor 4.8 [(6)](https://www.softwareadvice.com/investment-management/windham-portfolio-advisor-profile/#reviews) 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. Wondering if Windham Portfolio Advisor is right for your organization? Our Financial Risk Management Software selection experts can help you in 15 minutes or less. ## Windham Portfolio Advisor User Interface ## Popular Windham Portfolio Advisor Alternatives Main Product Windham Portfolio Advisor 4.8 [(6)](https://www.softwareadvice.com/investment-management/windham-portfolio-advisor-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.40Value for money - 4.83Customer support - 4.80Functionality Pricing Starting at $10000.00 per year Get Price Alternative Product [Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/) 4.1 [(251)](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/) Ratings Breakdown - 3.65Ease of use - 3.85Value for money - 4.17Customer support - 4.24Functionality Pricing Available upon request Get Price Alternative Product [Aladdin](https://www.softwareadvice.com/product/515883-Aladdin/) 4.0 [(1)](https://www.softwareadvice.com/product/515883-Aladdin/#reviews) Ratings Breakdown - 3.0Ease of use - 3.0Value for money - 4.0Customer support - 4.0Functionality Pricing Available upon request Get Price Alternative Product [Human Interest](https://www.softwareadvice.com/investment-management/human-interest-profile/) 4.0 [(36)](https://www.softwareadvice.com/investment-management/human-interest-profile/#reviews) Ratings Breakdown - 4.14Ease of use - 3.81Value for money - 3.81Customer support - 3.97Functionality Pricing Starting at $80.00 per month Get Price Alternative Product [Plaid](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/) 4.4 [(103)](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/reviews/) Ratings Breakdown - 4.55Ease of use - 4.39Value for money - 4.31Customer support - 4.46Functionality Pricing Available upon request Get Price Alternative Product [Backstop](https://www.softwareadvice.com/equity-management/backstop-profile/) 4.3 [(46)](https://www.softwareadvice.com/equity-management/backstop-profile/#reviews) Ratings Breakdown - 4.15Ease of use - 4.03Value for money - 4.42Customer support - 4.24Functionality Pricing Starting at $3000.00 per year Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 5 83% 4 17% 3 0% 2 0% 1 0% 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? VR Verified Reviewer Government Administration Used monthly for more than 2 years Review source Reviewed June 2018 Excellent product to help build your portfolio. 5 The software allowed to run various scenarios easily and quickly to respond to stakeholder questions. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 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. Read More CF 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. 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More SF 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 4 This is very helpful in meetings with new clients who may not fully appreciate the trade-offs between risk and return Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 5 Functionality Pros: Great graphics and tables to highlight the interdependence of allocation, volatility and time horizon. Read More CE 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 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More MO Max O. Verified reviewer Used unspecified for unspecified Review source Reviewed April 2016 The Grand Piano of Portfolio Optimization Software 5 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 4 Ease of use 5 Customer support Read More NS 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. 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality 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. 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