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
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.
Windham Portfolio Advisor - Fonctionnalités
Avis sur Windham Portfolio Advisor
Afficher 5 avis sur 6
Publié le 28/06/2018
Excellent product to help build your portfolio.
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.
Publié le 17/01/2018
We use Windham Portfolio Advisor with our advisors to make sure they act as fiduciaries.
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.
Publié le 30/05/2018
Great product. Windham allows us to optimize with a focus on downside protection & tax efficiency
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.
Publié le 25/05/2017
Great for discussing asset allocation and risk with clients
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.
Publié le 25/05/2017
WPA has been a great product to use in getting clients to understand their future needs.
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.