Created for financial planners and family offices, the Windham Financial Planner™ can analyze all aspects of a client's current and prospective financial situation. This technology platform identifies efficient portfolios, manages risk, and simulates future wealth. The intuitive work-flow makes performing complex analyses quick and easy. The graphical and reporting capabilities allow you to communicate financial concepts effectively to your client.
 Key modules include:
Forecasting
- Develop capital market assumptions for return, risk, and correlations
- Examine market behavior during turbulent periods
Asset Allocation
- Evaluate existing proposed portfolios
- Identify optimal portfolios based on specific client objectives
Risk Analysis
- Estimate probability of loss and
value at risk during a specified time
horizon
- Measure likelihood of underperformance
- Back test proposed portfolios
- Estimate risk with Monte-Carlo
simulation
- Stress test portfolios in periods
of market turbulence
Wealth and Income Analysis
- Perform Monte-Carlo simulations of future wealth and retirement income
- Evaluate client savings and expenditures
- Consider effects of taxation, savings rate, and withdrawal rates
- Calculate wealth and income in nominal terms and adjusted for inflation
Customized Reporting
- Create presentation-quality reports to deliver to your clients
- Customize content
- Export tables and charts to Excel®, Powerpoint®, and Word®
Differentiate yourself with the Windham Financial Planner™, the most sophisticated portfolio management and planning tool.
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