Portfolio Lab
Our new web-based platform offers a seamless and intuitive workflow for portfolio development and client communication.
What is Portfolio Lab?
This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you and your Investment Team, client-facing advisors can make adjustments as permissioned and develop custom proposals and reports for both existing and potential clients. -Generate reports -Run wealth simulations -Perform scenario analysis -Manage user permissions -Define your strategies
Categories
Features
FAQ
The official website of Portfolio Lab is https://www.windhamlabs.com/
This comprehensive, fully-integrated solution acts as a central platform for sharing up-to-date strategies, client information, analysis, and branding. Using pre-defined portfolios as defined by you and your Investment Team, client-facing advisors can make adjustments as permissioned and develop custom proposals and reports for both existing and potential clients. -Generate reports -Run wealth simulations -Perform scenario analysis -Manage user permissions -Define your strategies
Portfolio Lab belongs to the Financial Services category.
Portfolio Lab offers features such as Compliance Management, Customer Engagement, Reporting/Analytics, Risk Management.
No, Portfolio Lab does not offer a free trial.
Pricing
Starting at:
USD 2000
Free Trial Available
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