Financial planners software

Windham Capital Management, LLC provides financial planning software for financial planners. The software provides a comprehensive approach to portfolio construction and wealth planning so users can identify optimal portfolios, manage risk, project future wealth, and prepare customized client proposals and reports.

Further capabilities include the ability to:

  • Examine market behavior during turbulent markets
  • Evaluate probability of loss and value at risk during a specified time horizon
  • Measure the effects of inflation, taxation, savings rate, and withdrawal rates on wealth and retirement income

To read more about Windham’s financial planners' software, please click here.