Windham Capital Management, LLC provides financial planning software for financial advisors, financial planners, and family offices.

Simply selecting an optimal portfolio does not necessarily account for the unique objectives of a client. A successful financial planner considers a client’s current assets and future liabilities. Our financial planning software allows users to identify the portfolio that maximizes the likelihood that clients meet their long-term wealth objectives.

Our tools can:

• Generate inflation adjusted projections that clearly convey a client’s future wealth and income
• Consider the effects of taxation, savings rate, and withdrawal rates on wealth and retirement income

Our financial planning software also allows users to effectively convey the complexities of the financial markets and the financial planning process. Users can create charts, graphs, and figures to communicate and document these concepts in a format that is easily understood by clients. Additionally, users can customize content, create PDF files for print or email, and export content to Microsoft Excel®, PowerPoint®, and Word®.

To read more about Windham’s portfolio optimization tools, please click here.