Frequently Asked Questions
A: WOMBAT benefits both registered investment advisors, financial advisors, and individuals. The software supports advisors by creating reports that present individual client portfolio information in comprehensible tables, graphs, and charts. Advisors can also compare performance, risk, and compliance between their client portfolios in global reports. Individual investors have access to their portfolio data and can run various reports and analyze their performance.
A: Greg Hahn founded the investment advisory firm, Winthrop Capital Management, in 2007. As the company grew, Greg recognized the need for an investment reporting software that provided complex analytics at a reasonable cost. In 2018, Winthrop Technology Solutions, LLC was established as a platform for new investment software that help registered investment advisors. Winthrop Capital Management offers its clients access to WOMBAT software at no additional cost.
A: Clients of Winthrop Capital Management have access to WOMBAT at no additional cost. Currently, the software is only available to WCM clients.
A: We take cybersecurity very seriously at Winthrop Technology Solutions, so we have adopted several measures of protection to ensure your confidential information is safe with our software. However, it is important that you also maintain adequate cybersecurity practices and keep your login information secure.