Created for financial advisors, the Windham Wealth Advisor™ analyzes all aspects of a client’s current and prospective financial situation. This technology platform identifies efficient portfolios, manages risk, and simulates future wealth and income on an after-tax basis. The intuitive work-flow allows you to perform complex analyses quickly and easily. The reporting capabilities and graphics support help you to convey financial concepts effectively to your clients.
Developing sound asset forecasts and evaluating assets during stressful market conditions are integral components of the wealth management process. Windham utilizes the latest technologies to help you develop realistic expectations for return and risk on a before and after-tax basis.
- Examine market behavior during turbulent or down markets
- Utilize multiple cutting edge risk models to create forecasts for risk and correlations
- Develop capital market assumptions for return using the CAPM, implied returns, Bayesian analysis including Black-Litterman and custom forecasts
The Windham Wealth Advisor™ allows you to identify multiple optimal portfolios based on a client’s specific objectives, constraints, and tax rates.
- Evaluate existing and proposed portfolios
- Perform traditional mean-variance optimization or multi-goal optimization to consider both downside and active risk
- Plot portfolios along the efficient frontier or efficient multi-goal surface
Manage your clients’ expectations by estimating a portfolio’s exposure to loss throughout an investment horizon. Too often, financial professionals evaluate exposure to loss only at the end of an investment horizon. However, individuals that do not consider within-horizon risk underestimate their portfolio’s true exposure to loss.
- Evaluate probability of loss and value at risk at the end of and throughout an investment horizon
- Measure the likelihood that a portfolio will underperform a benchmark or legacy portfolio
- Estimate joint probability of loss
- Estimate exposure to loss analytically or by simulation
- Stress test portfolios during specific market conditions or historical periods
Simply selecting an efficient portfolio does not account for the unique objectives that your clients maintain. A successful financial plan considers a client’s current assets and future liabilities. The Windham Wealth Advisor™ allows you to identify the portfolios that maximize the likelihood that your clients will meet their long-term wealth and retirement income objectives.
- Generate projections of future wealth and income
- Measure the effects of inflation and periodic contributions or withdrawals
- Estimate the likelihood of achieving financial goals
Top advisors effectively communicate the complexities of the financial markets and the wealth planning process. The Windham Wealth Advisor™ generates charts, graphs, and figures to assist you in communicating these concepts in a format that is easily understood by clients.
- Create presentation-quality reports to deliver to your clients
- Customize content
- Export tables and charts to Excel®, PowerPoint®, and Word®
Please contact us to request more information about the Windham Wealth Advisor™.