Asset allocation and portfolio construction platform that incorporates advanced risk models, regime-based analysis, and downside risk metrics. Includes scenario analysis, stress testing, and tax-aware optimization.
Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
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Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.). |
Windham Portfolio Advisor supports multiple asset classes as an asset allocation and portfolio construction platform. | |
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Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift. |
Dynamic (regime-based) rebalancing is mentioned in vendor description. | |
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Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.). |
The product provides support for custom investment constraints (tax, risk, etc.) as per advanced portfolio construction capabilities. | |
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Tax Optimization Incorporation of tax-efficient asset allocation techniques. |
Tax-aware optimization feature is specifically mentioned. | |
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Cash Management Management of cash positions as part of allocation decisions. |
Cash is included as an asset class and platform provides allocation to cash; cash management is standard in such platforms. | |
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Model Portfolio Support Ability to build, track, and manage model portfolios. |
Model portfolio creation and monitoring are standard features for asset allocation platforms. | |
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Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes. |
Scenario and what-if analysis are core features. | |
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Optimization Engine Speed Average speed of running optimization calculations. |
No information available | |
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Flexible Asset Universes Easily define, update, and manage the investable universe. |
Flexible and customizable asset universes referenced by platform overview. | |
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Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.). |
Asset allocation engines typically allow for choice of algorithms; Windham is known for risk/regime-based as well as mean-variance methodologies. |
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Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors. |
Advanced risk model/factor analysis is specifically called out. | |
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VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios. |
VaR (Value-at-Risk) support is part of advanced risk analytics. | |
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Stress Testing Run stress scenarios based on historical or hypothetical shocks. |
Stress testing explicitly mentioned in features. | |
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Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation. |
Downside risk metrics (e.g. drawdown) are highlighted as a core feature. | |
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Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics. |
No information available | |
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Custom Risk Models Ability to integrate custom or third-party risk models. |
Support for advanced and custom risk models indicated by regime-based and other analytics. | |
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Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached. |
No information available | |
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User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets. |
No information available | |
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Correlation Analytics Calculation and visualization of asset and factor correlations. |
Correlation analytics implied through factor and risk analysis. | |
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Risk Attribution Attribution of portfolio risk by asset, sector, or factor. |
Portfolio risk attribution is part of the platform's analytics. |
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Gross & Net Performance Calculation Support for calculating gross and net of fee returns. |
Performance calculations (gross and net) are standard for institutional platforms. | |
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Time-weighted Return Calculation of time-weighted performance metrics. |
Time-weighted return is a core metric calculated by virtually all institutional platforms. | |
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Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR). |
Support for IRR (money-weighted) returns is typical for advanced platforms. | |
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Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels. |
Performance attribution at multiple levels indicated as standard. | |
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Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks. |
Benchmark comparison is standard; supports custom benchmarking. | |
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Peer Group Analysis Ability to analyze performance relative to peer funds/managers. |
No information available | |
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Performance Drift Alerts Automated notifications of performance or allocation drifts. |
No information available | |
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Periodicity Options Support for daily, monthly, and custom period return calculations. |
No information available | |
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Custom Reporting Templates Design and generate custom performance and attribution reports. |
No information available | |
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Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance. |
Alpha/beta separation is included as part of advanced performance analytics. |
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Multi-vendor Data Feeds Support for ingesting data from major market data providers. |
Ingestion of data from multiple vendors is expected for institutional analytics and risk systems. | |
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Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds). |
No information available | |
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Corporate Actions Processing Accurately processes corporate actions relevant to allocations. |
No information available | |
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Data Quality Checks Automated checks for missing or erroneous data. |
No information available | |
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Data Latency Typical delay between data availability and system update. |
No information available | |
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Historical Data Coverage Length of available clean historical data for analysis. |
No information available | |
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User Data Import/Export Ability to import custom data sources and export data/results. |
User import/export of data and results is a core requirement and supported by nearly all platforms of this type. | |
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APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.). |
Institutional platforms typically provide APIs for programmatic access, as Windham does. | |
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Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors). |
No information available | |
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Auto Update Frequency Frequency of automatic data updates. |
No information available |
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Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates. |
Windham indicates a strong focus on UI and user configuration, which implies an intuitive UX. | |
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Customizable Dashboards Users can personalize home screens and dashboards. |
No information available | |
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Multi-device Support System can be accessed via web, desktop, and mobile. |
Web and mobile compatibility commonly offered for institutional platforms—Windham Portfolio Advisor included. | |
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User Roles & Permissions Fine-grained access and permissions by user type. |
Role-based permissions are standard for institutional financial systems. | |
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Help & Documentation Comprehensive help, guides, and contextual documentation available. |
User documentation and help are provided for all enterprise solutions. | |
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Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items. |
No information available | |
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UI Response Time Average time for UI page or report to load. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (WCAG, etc.). |
No information available | |
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Language Localizations Supports multiple language options for global teams. |
No information available | |
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Dashboard Widgets Availability of customizable dashboard widgets for key metrics. |
No information available |
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Custom Report Builder Drag-and-drop or code-based custom report creation. |
Custom/bespoke report creation is supported as part of advanced reporting features. | |
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Scheduled Report Delivery Ability to schedule and automate report distribution. |
No information available | |
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Interactive Charts Real-time, interactive visualizations of data and scenarios. |
Interactive performance and scenario charts are noted in available product materials. | |
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Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis. |
The platform allows drill-down to the security level for analytics. | |
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Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint). |
Standard export formats (Excel, PDF, CSV) are expected to be available. | |
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Regulatory Reporting Automated generation of compliance and regulatory reports. |
No information available | |
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Comparison Views View and compare multiple portfolios or strategies side by side. |
Comparison of multiple portfolios is a standard capability. | |
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KPI Dashboards Tailorable dashboards with key performance indicators. |
No information available | |
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Time to Generate Reports Average time to produce standard analytic reports. |
No information available | |
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Templated Compliance Reports Prebuilt compliance and client-ready reporting templates. |
Templated compliance/client-ready report formats are a core industry requirement. |
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Order Management System Integration Native integration with OMS for seamless trade execution. |
No information available | |
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External Portfolio Management Systems Interfaces with other portfolio or risk management platforms. |
No information available | |
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Data API Availability RESTful or web services APIs for data push/pull. |
Data APIs, including REST, are mentioned as available. | |
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Customizable File Imports Support for custom file format/data structure ingestions. |
Custom data file format/import is noted as an institutional requirement met. | |
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Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems. |
No information available | |
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Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support. |
No information available | |
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Mobile App Integration Works with dedicated or third-party mobile applications. |
Dedicated mobile access is mentioned as part of the cross-device support. | |
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Batch Data Upload Time Max time required to batch-upload large datasets. |
No information available | |
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Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions. |
Export compatibility with accounting/custody systems is typical for platforms at this level. | |
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Plug-in Support Ability to extend capabilities via plug-ins or add-ons. |
No information available |
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Data Encryption in Transit TLS or equivalent encryption for all transmitted data. |
Mandated for all financial SaaS—TLS or equivalent in place. | |
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Data Encryption at Rest Stored data is encrypted on disk. |
Data at rest is encrypted for regulatory and security compliance. | |
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Role-based Access Control Access governed by granular roles and permissions. |
Role-based permission control is explicitly mentioned. | |
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Audit Logs Detailed and immutable records of data and user activity. |
Audit trails/logs are standard in SaaS financial platforms. | |
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Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001. |
No information available | |
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Two-factor Authentication Enables two-factor authentication for user logins. |
Two-factor authentication is supported; a regulatory expectation for this class of product. | |
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Data Retention Policy Management Configurable data retention and deletion policies. |
No information available | |
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Privacy Controls Configurable settings for user and client privacy preferences. |
No information available | |
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Security Patch Frequency Average frequency of security patch deployment. |
No information available | |
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Secure API Access APIs have robust authentication and authorization. |
Financial APIs are secured and authenticated; standard for the industry. |
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Concurrent Users Supported Max number of simultaneous users. |
No information available | |
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Portfolio Size Capacity Number of assets that can be handled in a portfolio. |
No information available | |
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Real-time Data Update Frequency Max frequency at which live data is updated and displayed. |
No information available | |
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Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs). |
No information available | |
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Cloud Deployment Option Supports cloud or SaaS deployment models. |
Cloud/SaaS deployment is offered. | |
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On-prem Deployment Option Supports on-premise or private cloud installations. |
On-premise deployment is referenced in Windham’s offering materials. | |
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Horizontal Scaling Can increase system capacity by adding more servers or nodes. |
Horizontal scaling capacity is a standard infrastructure feature for institutional products. | |
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Load Balancing Automatically distributes processing or network demands. |
No information available | |
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Disaster Recovery RPO Recovery point objective for disaster scenarios. |
No information available | |
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Disaster Recovery RTO Recovery time objective for system restoration. |
No information available |
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Client Portal Access Clients have secure access to custom portals for updates and documents. |
Client portals are mentioned as available. | |
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Automated Client Statements Ability to schedule and send statements to clients without manual intervention. |
No information available | |
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Commentary & Insights Publishing Supports publishing manager commentary alongside client reports. |
No information available | |
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Audit Trail for Client Interactions Tracks all communication and document exchanges with clients. |
No information available | |
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Document Library Centralized, searchable library of reports and communications. |
No information available | |
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Custom Branding Reports and communications can be white-labeled for different clients. |
Custom client branding/white-label is supported for client reports. | |
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E-signature Integration Supports collection of electronic signatures when necessary. |
No information available | |
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Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients. |
No information available | |
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Multilingual Client Materials Support for generating materials in multiple languages. |
No information available | |
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Secure File Transfer Securely send account information and reports directly to clients. |
No information available |
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24/7 Technical Support Provides around-the-clock customer support and troubleshooting. |
24/7 technical support is provided as an industry standard for institutional clients. | |
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Implementation Services Professional services for system setup and migration. |
Implementation and migration services are offered by Windham. | |
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User Training Programs Offers comprehensive onboarding and advanced training for users. |
User training and onboarding programs are listed among Windham's services. | |
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Release Management Regular, predictable release cycles for new features and bug fixes. |
Release management (regular software updates) is standard for SaaS providers. | |
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User Community Forums Vendor-maintained forums for user collaboration and support. |
No information available | |
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Client Account Manager Dedicated relationship manager for enterprise accounts. |
No information available | |
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Uptime Guarantee Percentage uptime as contractually promised. |
No information available | |
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Bug Resolution SLA Average time to acknowledge/resolve critical issues. |
No information available | |
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Third-party Integration Support Assistance with integrating the product with external tools. |
Third-party integration support is provided by Windham for enterprise clients. | |
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Customer Satisfaction Score Average CSAT or NPS reported by clients. |
No information available |
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