A Division of Windham Capital Management, LLC

Financial Advisor Software

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Windham Global Solutions provides asset allocation and portfolio optimization software for financial advisors.

Our software provides tools for developing portfolios that maximize the likelihood that clients meet their long-term wealth objectives. The software provides further support in:

  • Analyzing a client’s financial situation on an after-tax basis
  • Identifying optimal portfolios, even during turbulent market conditions
  • Measuring a portfolio’s exposure to loss using a number of techniques
  • Estimating future wealth and retirement income

Financial advisors can create charts, graphs, and reports to communicate these concepts in a format that is easily understood by clients. Reports are customizable and can be produced in Microsoft Excel® and PowerPoint®.

Read more about Windham’s financial advisor software.