Windham Portfolio Advisor
von Windham Labs4.8 / 5 6 Bewertungen
Wer nutzt diese Software?
For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.
Durchschnittliche Bewertung6 Bewertungen
- Gesamt 4.8 / 5
- Benutzerfreundlichkeit 4.5 / 5
- Kundenservice 4.8 / 5
- Funktionen 4.8 / 5
- Preis-Leistungs-Verhältnis 4.4 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Ja
Installiert - Mac
Installiert - Windows
Support während der Geschäftszeiten
Angaben zum Hersteller
- Windham Labs
- 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
- Compliance Berichterstattung
- Für Anlageberater
- Für Investoren & Händler
- Modellierung & Simulation
- Compliance Management
- Für Hedge Fonds
Die hilfreichsten Reviews für Windham Portfolio Advisor
Bewertet am 17.1.2018
We use Windham Portfolio Advisor with our advisors to make sure they act as fiduciaries.
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.
Bewertet am 30.5.2018
Great product. Windham allows us to optimize with a focus on downside protection & tax efficiency
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.
Bewertet am 28.6.2018
Excellent product to help build your portfolio.
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.
Bewertet am 25.5.2017
WPA has been a great product to use in getting clients to understand their future needs.
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.
Bewertet am 4.4.2016
The Grand Piano of Portfolio Optimization Software
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.