--- description: Review of Windham Portfolio Advisor Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Windham Portfolio Advisor | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Financial Risk Management Software](/directory/4165/financial-risk-management/software) > [Windham Portfolio Advisor](/software/84893/windham-portfolio-advisor) # Windham Portfolio Advisor Canonical: https://www.softwareadvice.co.nz/software/84893/windham-portfolio-advisor Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/84893/windham-portfolio-advisor?page=2) > Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and risk management. Key features include asset allocation, capital market forecasting, factor analysis, stress testing and wealth simulation. Windham Portfolio Advisor enables users to develop capital market assumptions for returns using CAPM, Bayesian Analysis and custom forecasts. Its risk management tool allows users to handle portfolio prospects and complexities based on market exposure and expectations. Additionally, its factor analysis module assists managers with forecasting the expected return values of assets and help identify sources of risk and return. Windham Portfolio Advisor allows users to generate reports, investment policy statements and proposals which can be exported to Microsoft Word, Excel and PowerPoint applications. Pricing of the product is available on request and support is extended via phone, email and online helpdesk. > > Verdict: Rated **4.8/5** by 6 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 6 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Windham Labs - **Founded**: 1988 ## Commercial Context - **Starting Price**: US$10,000.00 - **Pricing model**: (Free Trial) - **Pricing Details**: Price breaks are available for additional users. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Benchmarking - Financial Risk Reporting - Forecasting - Investments Tracking - Market Risk Management - Portfolio Analysis - Portfolio Management - Reporting/Analytics - Risk Analysis - Risk Assessment - Risk Management - Stress Tests ## Support Options - Chat ## Category - [Financial Risk Management Software](https://www.softwareadvice.co.nz/directory/4165/financial-risk-management/software) ## Related Categories - [Financial Risk Management Software](https://www.softwareadvice.co.nz/directory/4165/financial-risk-management/software) - [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Aladdin](https://www.softwareadvice.co.nz/software/515883/Aladdin) — 4.0/5 (1 reviews) 3. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews) 4. [Backstop](https://www.softwareadvice.co.nz/software/127096/backstop) — 4.3/5 (46 reviews) 5. [VestServe](https://www.softwareadvice.co.nz/software/84911/vestserve) (0 reviews) ## Reviews ### "Excellent product to help build your portfolio." — 5.0/5 > **Verified Reviewer** | *28 June 2018* | Government Administration | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. > > The software allowed to run various scenarios easily and quickly to respond to stakeholder questions. ----- ### "We use Windham Portfolio Advisor with our advisors to make sure they act as fiduciaries." — 5.0/5 > **Chris** | *17 January 2018* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- ### "Great for discussing asset allocation and risk with clients" — 4.0/5 > **Scott** | *25 May 2017* | Banking | Recommendation rating: 8.0/10 > > **Pros**: Great graphics and tables to highlight the interdependence of allocation, volatility and time horizon. > > This is very helpful in meetings with new clients who may not fully appreciate the trade-offs between risk and return ----- ### "Great product. Windham allows us to optimize with a focus on downside protection & tax efficiency" — 5.0/5 > **Chris** | *30 May 2018* > > **Pros**: 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 > > **Cons**: More benchmarks would be great, however the ease of importing benchmarks makes this less important. ----- ### "The Grand Piano of Portfolio Optimization Software" — 5.0/5 > **Max** | *4 April 2016* > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/84893/windham-portfolio-advisor?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/84893/windham-portfolio-advisor) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data