Windham Portfolio Advisor Overview

Windham Portfolio Advisor is a sophisticated investment management software tailored for financial professionals and asset managers. This powerful platform provides tools for portfolio tracking, risk assessment, and performance analysis, enabling users to make informed investment decisions. With features like customizable dashboards, real-time market data, and comprehensive reporting, Windham Portfolio Advisor allows users to monitor their investments effectively and identify opportunities for growth. The software also supports integration with existing financial systems, streamlining workflows and enhancing collaboration among teams. By prioritizing usability and analytical capabilities, Windham Portfolio Advisor empowers financial professionals to optimize their investment strategies and achieve superior portfolio performance.

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Contact Details

  • Vendor Name Windham Labs
  • Founded 1988
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Government Administration, Insurance

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Windham Portfolio Advisor Features

  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Windham Portfolio Advisor Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Windham Portfolio Advisor FAQs

Windham Portfolio Advisor is a sophisticated investment management software tailored for financial professionals and asset managers. This powerful platform provides tools for portfolio tracking, risk assessment, and performance analysis, enabling users to make informed investment decisions. With features like customizable dashboards, real-time market data, and comprehensive reporting, Windham Portfolio Advisor allows users to monitor their investments effectively and identify opportunities for growth. The software also supports integration with existing financial systems, streamlining workflows and enhancing collaboration among teams. By prioritizing usability and analytical capabilities, Windham Portfolio Advisor empowers financial professionals to optimize their investment strategies and achieve superior portfolio performance.

  • No, Windham Portfolio Advisor does not offer a free version.

  • Yes, Windham Portfolio Advisor offers a free trial.

  • No, Credit Card details are not required for the Windham Portfolio Advisor trial.

  • Windham Portfolio Advisor supports the following payment frequencies:

    • Annual Subscription

  • No, Windham Portfolio Advisor does not offer an API.

  • Windham Portfolio Advisor offers support with the following options:
    • Chat

  • Windham Portfolio Advisor offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Windham Portfolio Advisor supports the following languages:
    • English

  • Following are the typical users of the Windham Portfolio Advisor:
    • Self-Employed , Small-Business , Midsize-Business

  • Windham Portfolio Advisor supports the following deployment:
    • Cloud Hosted , On-Premise

  • Windham Portfolio Advisor supports the following devices and operating systems:
    • Web-Based , Windows , Linux