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ease
features
design
support

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Description

Our offerings are firmly anchored in cutting-edge data science applications, equipping credit unions with the essential tools and technology needed to thrive in a competitive landscape. We provide a cloud-based and API-enabled solution for comprehensive portfolio risk and delinquency management that enhances awareness of both risks and opportunities while simultaneously lowering collection expenses. Our platform serves as a holistic loan portfolio management system, adept at overseeing performance, strategizing effectively, and managing anticipated losses. Additionally, we offer advisory services and supplementary support from a dedicated team of industry specialists, aimed at helping your collection and origination teams maximize their capabilities. The workspace for collectors is designed to be clean and modern, featuring streamlined information for efficient research, auto-dial functionality, and standardized commentary. With pre-packaged features, enriched data history, and automated monitoring, our solution ensures optimal performance. Furthermore, we provide a robust collection of dashboards that highlight vital information, tools for alert management, and comprehensive analysis of key performance indicators (KPIs) and behavioral trends, ensuring that your team is always informed and ready to act. Ultimately, our goal is to empower credit unions to not only meet their challenges but to excel in their endeavors.

Description

Windham Portfolio Advisor (WPA) is a sophisticated solution for portfolio optimization and risk management that seamlessly combines independent, high-quality research within a comprehensive suite of applications. Designed for efficiency, Windham Portfolio Advisor allows users to conduct intricate analyses with ease. By utilizing this tool, users can create portfolios tailored to meet the specific needs of their clients while aligning with their investment objectives. Additionally, Windham Portfolio Advisor equips users with essential risk management tools to navigate the complexities associated with diverse portfolios. With a foundation built on groundbreaking research and unique risk management strategies, Windham is committed to developing and overseeing portfolios that enhance the likelihood of achieving investment success, regardless of market conditions. A crucial element of this process is Windham's proprietary measures of risk, which evaluate risk concentration and draw parallels to previous market downturns, ensuring informed decision-making. This comprehensive approach helps investors stay ahead in both thriving and challenging economic landscapes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alacriti
Solutions by Text

Integrations

Alacriti
Solutions by Text

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AKUVO

Founded

2019

Country

United States

Website

akuvo.com

Vendor Details

Company Name

Windham Capital Management

Founded

1988

Country

United States

Website

www.windhamcapital.com

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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