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Windham Portfolio Advisor®

Windham offers a complete portfolio optimization and risk management platform, the Windham Portfolio Advisor®, that integrates acclaimed independent research in a unified suite of applications for institutions and wealth advisors. Intuitive workflow allows you to perform complex analysis quickly and easily. Our experienced client services team provides support throughout all stages of implementation to help you integrate the latest portfolio construction innovations into your investment process.

Cash Flow Simulation

By simulating growth over time, Windham helps you evaluate the likelihood of meeting future goals and commitments. Windham’s cash flow simulations account for inflation and planned contributions and withdrawals. Projections are expressed in terms of total wealth and as an annuity.

  • Generate projections of future portfolio value
  • Measure the effects of inflation and periodic contributions or withdrawals
  • Quantify the likelihood of shortfall