---
description: Learn more about Windham Portfolio Advisor pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
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title: Windham Portfolio Advisor Pricing, Reviews & Features - Capterra Canada 2026
---

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# Windham Portfolio Advisor

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> For institutional investors - return and risk estimation, portfolio construction,  strategic asset allocation, and risk management.
> 
> Verdict: Rated **4.8/5** by 6 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Windham Portfolio Advisor?

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.8/5** | 6 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support Software | 4.8/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.8/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Windham Labs
- **Founded**: 1988

## Commercial Context

- **Starting Price**: US$10,000.00
- **Pricing model**:  (Free Trial)
- **Pricing Details**: Price breaks are available for additional users.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Benchmarking
- Investments Tracking
- Portfolio Management
- Reporting/Analytics
- Risk Analysis
- Risk Management Software

## Support Options

- Chat

## Category

- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)
- [Financial Risk Management Software](https://www.capterra.ca/directory/20009/financial-risk-management/software)

## Alternatives

1. [D\&B Finance Analytics](https://www.capterra.ca/software/202723/d-b-finance-analytics) — 4.5/5 (137 reviews)
2. [PayPal](https://www.capterra.ca/software/179251/paypal) — 4.6/5 (26301 reviews)
3. [VeriFast](https://www.capterra.ca/software/1023238/rentify) — 4.7/5 (12 reviews)
4. [Nectarine Credit](https://www.capterra.ca/software/1023952/nectarine-credit) — 5.0/5 (7 reviews)
5. [Unity](https://www.capterra.ca/software/1036792/unity) — 5.0/5 (3 reviews)

## Reviews

### "Excellent product to help build your portfolio." — 5.0/5

> **Verified Reviewer** | *June 28, 2018* | Government Administration | Recommendation rating: 10.0/10
> 
> **Pros**: The software goes through a very intuitive walkthrough of building a portfolio. The step by step process is very easy to follow. Support for the product is always prompt and professional.
> 
> **Cons**: Would like more of a self-help section and some more model examples to show the true capabilities of the software accessible from within the software.
> 
> The software allowed to run various scenarios easily and quickly to respond to stakeholder questions.

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### "We use Windham Portfolio Advisor with our advisors to make sure they act as fiduciaries." — 5.0/5

> **Chris** | *January 17, 2018* | Insurance Software | Recommendation rating: 10.0/10
> 
> **Pros**: Very easy to generate simple asset allocations between investments. We work with a lot of older clients looking to minimize risk in their portfolios and WPA allows us to manage those complexities to avoid unnecessary loss for a client. Will also analyze a client's wealth \& income and generate custom reports/statements for client meetings.
> 
> **Cons**: Windham Portfolio Advisor is great for any financial professional to implement into their everyday practice. We sometimes wish some of our other systems would integrate with WPA, but at the end of the day it's not really a huge deal.
> 
> Very easy to generate simple asset allocations between investments. We work with a lot of older clients looking to minimize risk in their portfolios and WPA allows us to manage those complexities to avoid unnecessary loss for a client. Will also analyze a client's wealth \& income and generate custom reports/statements for client meetings.

-----

### "Great for discussing asset allocation and risk with clients" — 4.0/5

> **Scott** | *May 25, 2017* | Banking | Recommendation rating: 8.0/10
> 
> **Pros**: Great graphics and tables to highlight the interdependence of allocation, volatility and time horizon.
> 
> This is very helpful in meetings with new clients who may not fully appreciate the trade-offs between risk and return

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### "Great product. Windham allows us to optimize with a focus on downside protection & tax efficiency" — 5.0/5

> **Chris** | *May 30, 2018*
> 
> **Pros**: Extremely  fast, easy to import benchmarks, provides the ability to easily optimize around turbulent periods and tax efficiency ,  wealth analysis tool is an added benefit that provides great reports for client meetings
> 
> **Cons**: More benchmarks would be great, however the ease of importing benchmarks makes this less important.

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### "The Grand Piano of Portfolio Optimization Software" — 5.0/5

> **Max** | *April 4, 2016*
> 
> Pros: Mark and his team have very thoughtfully combed through the details that go into portfolio statistics. The deeper you dive into this program, the better it looks. I really wouldn't use any other optimization software now that I know the level of detail that went into building this. The alternatives out there are too basic and/or miss crucial details. A+ to the Windham team.

Cons: Native application instead of web/cloud based. Can be difficult to use if you haven't learned exactly how it works. PC only.

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## Links

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| en-AU | <https://www.capterra.com.au/software/82835/windham-portfolio-advisor> |
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