- Asset managers
- Brokerage firms
- Consultants
- Plan sponsors
- Investment advisors
- High net worth advisors
- Family offices
- Endowments
- Financial planners
- Foundations
Since 1988, Windham has been a leader in investment technology and research. We are committed to providing applications that incorporate the latest innovations in portfolio construction, asset allocation, risk management, and cash flow planning. Many of Windham’s acclaimed innovations are available as applications.
The Windham Portfolio Advisor® is our flagship investment tool. It is designed for sophisticated institutional investors who require the most comprehensive investment tool commercially available.
The Windham Wealth Advisor™ is designed for advisors who require a disciplined approach to investment management and wealth planning.
Windham also offers Custom Enterprise Solutions that can be deployed within larger organizations. These solutions are tailored to deliver a wide range of investment applications, risk analysis, and analytical reports.