Wer nutzt diese Software?

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

Durchschnittliche Bewertung

6 Bewertungen
  • Gesamt 4.8 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 4.8 / 5
  • Funktionen 4.8 / 5
  • Preis-Leistungs-Verhältnis 4.4 / 5

Produktdetails

  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Installiert - Mac
    Installiert - Windows
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Windham Labs
  • https://www.windhamlabs.com/
  • Gegründet 1988

Über 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.

Windham Portfolio Advisor Funktionen

  • Anleihen / Aktien
  • Benchmarking
  • Compliance Berichterstattung
  • Datenimport/-export
  • Fondsverwaltung
  • Für Anlageberater
  • Für Investoren & Händler
  • Immobilien
  • Kundenmanagement
  • Kundenportal
  • Leistungskennzahlen
  • Modellierung & Simulation
  • Portfolio-Neuausrichtung
  • Rechnungsführung
  • Risikomanagement
  • Warentermingeschäfte
  • Betriebsrisiko-Management
  • Compliance Management
  • Für Hedge Fonds
  • Kredit-Portfolio-Management
  • Kreditrisiko-Management
  • Liquiditätsanalyse
  • Marktrisikomanagement
  • Portfolio-Modellierung
  • Portfoliomanagement
  • Risiko-Analysen-Benchmarks
  • Stress-Tests
  • Wertrisiko-Berechnung

Alternative Produkte

Die hilfreichsten Reviews für Windham Portfolio Advisor

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

Bewertet am 17.1.2018
Chris F.
Sales
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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

Bewertet am 30.5.2018
Chris E.
Research Associate
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis

Vorteile: 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

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

Excellent product to help build your portfolio.

Bewertet am 28.6.2018
Verifizierter Rezensent
Senior Manager, Portfolio Analysis and Research
Staatsverwaltung
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Vorteile: 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.

Nachteile: 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.

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

Bewertet am 25.5.2017
Nicholas S.
Investment Analyst
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis

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

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

The Grand Piano of Portfolio Optimization Software

Bewertet am 4.4.2016
Max O.
Partner
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: 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.

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