Windham Portfolio Advisor

Windham Portfolio Advisor

par Windham Labs

Qui utilise Windham Portfolio Advisor ?

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.

Description de 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.

Informations sur Windham Portfolio Advisor

Windham Labs

https://www.windhamlabs.com/

Fondé en 1988

Prix de Windham Portfolio Advisor

Windham Portfolio Advisor n'est pas disponible en version gratuite mais propose un essai gratuit. Voir plus d'informations concernant le prix de Windham Portfolio Advisor ci-dessous.

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Installation (Mac)

Installation (Windows)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Windham Portfolio Advisor - Fonctionnalités

Logiciels de gestion des investissements
Benchmarking
Contrat à terme sur marchandises
Fonctions pour conseillers en placement
Gestion de la comptabilité
Gestion des clients
Gestion des fonds
Gestion des risques
Immobilier
Importation et exportation de données
Mesure des performances
Modélisation et simulation
Obligations/actions
Portail client
Pour investisseurs et traders
Rapports de conformité
Rééquilibrage du portefeuille
Analyse des liquidités
Analyse des risques
Fonctions de hedge fund
Gestion de la conformité
Gestion des portefeuilles
Gestion des portefeuilles de prêts
Gestion des risques de crédit
Gestion des risques du marché
Gestion des risques opérationnels
Modélisation de portefeuille
Reporting
Tests de contrainte

Avis sur Windham Portfolio Advisor

Afficher 5 avis sur 6

Note globale
4.8/5
Facilité d'utilisation
4.5/5
Service client
4.8/5
Fonctionnalités
4.8/5
Rapport qualité-prix
4.4/5

Excellent product to help build your portfolio.

Publié le 28/06/2018
Utilisateur vérifié
Senior Manager, Portfolio Analysis and Research
Administration publique
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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

Avantages: 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.

Inconvénients: 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.

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

Publié le 17/01/2018
Chris F.
Sales
Assurance, 13-50 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

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

Publié le 30/05/2018
Chris E.
Research Associate
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
4/5
Rapport qualité-prix

Avantages: 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

Inconvénients: More benchmarks would be great, however the ease of importing benchmarks makes this less important.

Great for discussing asset allocation and risk with clients

Publié le 25/05/2017
Scott F.
Senior Portfolio Manager
Banque, 201-500 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
4/5
Note globale
4/5
Facilité d'utilisation
5/5
Fonctionnalités
4/5
Support client
4/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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

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

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

Publié le 25/05/2017
Nicholas S.
Investment Analyst
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
4/5
Fonctionnalités
5/5
Support client
4/5
Rapport qualité-prix

Avantages: Ease of use, ability to easily upload and reuse past model runs. Great customization and optionality of the various inputs that go into simulations.

Inconvénients: Could use some customization options in the 'presentation slides' output, and could also use more asset class benchmark options.