The Windham Portfolio Advisor is a comprehensive asset allocation, risk management and simulation software that features robust analytical tools for all stages of the portfolio construction process. Two versions of the Windham Portfolio Advisor are available. A feature comparison of the two products can be found here. Using this platform, you can:
Generate optimized asset allocations
Create capital market forecasts
Evaluate portfolios and assess risk
Identify factor exposures
Analyze wealth and income
Produce custom reports and proposals
Learn more about how investment teams use the WPA to enhance their investment process.
The Windham Client Advisor integrates with the Windham Portfolio Advisor to provide teams of advisors a streamlined, intuitive and flexible web-based platform for portfolio management and client communication. This flexible solution can be customized to meet the specific needs of your firm. Your advisors will benefit from:
Efficient communication of investment strategies and product information
Intuitive workflow for increased organizational efficiency
Powerful portfolio construction and risk management tools
Analytics that can be tailored to role-specific requirements
Consistency with compliance and branding standards
Learn more about how the WCA promotes collaboration between investment teams, client-facing advisors, and marketing and compliance departments.