Challenges

Today, many banks and brokerage firms strive to consolidate investment views globally throughout the organization but struggle to provide their clients with a custom solution. The investment team requires a comprehensive asset allocation, risk management, and capital market modeling solution to generate firm-wide strategic and tactical recommendations. Business development, client servicing, and portfolio management professionals need a flexible tool to develop custom investment proposals and investment policy statements for clients.

Windham Solution:

Windham has created institutional quality applications that are accessible to leading banks and brokerage firms. Our software is based on decades of applied research that can now be employed by the practitioner.

Industry leading asset allocation solutions

Windham’s technology allows investment teams to create optimal portfolios that match a wide range of objectives and market conditions.

Cutting edge risk management tools

Windham delivers a collection of risk tools that enable your investment team to quantify investment risk exposures and make more informed investment decisions.

Powerful capital market forecasting models

Windham’s technology allows your organization to create forward-looking return and risk expectations that reflect the current investment environment.

Modular proposal generation and investment policy generation

Communication with clients is essential to helping them understand their investment plan. Windham will help your client-facing advisors create informative proposals and reports that will result in improved advisor efficiency and impactful conversations with clients.

To learn more about how Windham works with Banks, Brokerage Firms, and RIAs visit www.windhamcapital.com.