Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
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Data & researchPer seat
Windham Portfolio Advisor
Asset allocation, portfolio optimization and risk management software from Windham Labs
Cambridge, MA, USFounded 2004Part of a larger companywindhamlabs.comNot yet confirmed by the company
What it does
Windham Portfolio Advisor (WPA) is the main software product of Windham Labs, used to build asset allocations and manage portfolio risk. Windham says its clients include registered investment advisors, single- and multi-family offices, banks, endowments and foundations, sovereign funds, investment managers, consultants and brokerage firms.
WPA supports building capital market forecasts, studying how markets behave in turbulent versus calm regimes, constructing portfolios with multiple goals, full-scale and utility-based optimization, measuring exposure to loss within an investment horizon, stress testing, and cash-flow modeling for wealth and income analysis, along with charts and reports. Windham also sells an Excel library of its models and advisory services.
Windham Labs is a division of Windham Capital Management, LLC, based in Cambridge, Massachusetts. It was co-founded in 2004 by Mark Kritzman and Cel Kulasekaran. Pricing is not published; demos are by request.
Best for
- Serves
- RIAs, Family offices, Banks and trust companies, Asset managers, Broker-dealers
Features
- Capital market forecasting
- Multi-goal portfolio optimization
- Regime-based risk analysis
- Within-horizon loss estimation
- Portfolio stress testing
- Wealth and income cash-flow modeling
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
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