Opiniones de Windham Portfolio Advisor

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Sobre Windham Portfolio Advisor

For institutional investors - return and risk estimation, portfolio construction, strategic asset allocation, and risk management.

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Usuario verificado
Senior Manager, Portfolio Analysis and Research en Canadá
Usuario de Linkedin verificado
Administración gubernamental
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Excellent product to help build your portfolio.

5 hace 4 años

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

Puntos a favor:

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.

Contras:

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.

Chris F.
Sales en EE. UU.
Seguros, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

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

5 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Scott F.
Senior Portfolio Manager en EE. UU.
Banca, 201-500 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Great for discussing asset allocation and risk with clients

4 hace 5 años

Comentarios: This is very helpful in meetings with new clients who may not fully appreciate the trade-offs between risk and return

Puntos a favor:

Great graphics and tables to highlight the interdependence of allocation, volatility and time horizon.

Chris E.
Research Associate en EE. UU.
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Great product. Windham allows us to optimize with a focus on downside protection & tax efficiency

5 hace 4 años

Puntos a favor:

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

Contras:

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

Nicholas S.
Investment Analyst en EE. UU.
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

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

5 hace 5 años

Puntos a favor:

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

Contras:

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

Max O.
Partner en EE. UU.
Ha utilizado el software durante: No especificado
Fuente de la reseña

The Grand Piano of Portfolio Optimization Software

5 hace 6 años

Comentarios: 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.