The tool offers four key features: portfolio selection, risk management, wealth planning, and proposal and report generation, according to a press release. It is used to enhance the adviser-client relationship by enabling advisers to effectively communicate financial concepts to clients.
The tool “allows you to work more efficiently, grow your client base, and differentiate yourself in the marketplace,” said Lucas Turton, vice president of marketing, in the release. Windham said one of the distinguishing features is the risk management module, which evaluates probability of loss at the end of, and throughout, an investment period.
The new software tool is licensed yearly for $1,800. Complimentary Web demonstrations are also available. More information is available at www.windhamcapital.com.