Fintech Integration Marketplace

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Windham Portfolio Advisor

Windham Labs, a division of Windham Capital Management, LLC, is a global leader in investment technology and research. Investors worldwide rely on Windham’s accessible service, sophisticated products, and comprehensive solutions.

Windham’s research has been recognized with three Graham Dodd awards, the Research Prize from the Institute of Quantitative Research, and two Bernstein-Fabozzi/Jacobs-Levy awards.

Windham Labs
  • Portfolio Optimization
  • Risk Management
  • Asset Allocation
  • Capital Market Forecasting
  • Factor Analysis
  • Stress Testing
  • Wealth Simulation
  • Custom Reports & Proposals
Windham Labs

Companies that integrate with Windham Labs

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Tolerisk is cloud-based, fiduciary caliber risk tolerance assessment technology for financial planners and investment advisors.

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Windham Labs

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.