StatPro Case Study Centre
Below a collection of case studies and success
stories:
Royal Bank of Canada Dominion Securities (DS) is Canada’s leading provider of wealth management services with $180 billion in assets under management (AUM). Its discretionary platform, known as Private Investment Management (PIM), has $28 billion in AUM.
“It’s better than anything I’ve ever come across...seeing a portfolio’s performance from a 360 degree perspective is invaluable... I wouldn’t know half the information I know now without StatPro Revolution” Nigel Legge, CEO Vinculum Fund Management
In August 2011, PlanStrong purchased StatPro Revolution which has now become an essential part of their technology infrastructure.
Amati Global Investors is an independent investment management business. They specialize in two disciplines offering excellence drawn from a substantial depth of experience.
Markaz chose StatPro Revolution for portfolio attribution which is “affordable, simple to use and seamless to implement.”
RIA firm finds operational efficiency, marketing power and business growth from StatPro Revolution
Read more about how our Risk Management tool helps clients with their portfolio analysis
Read more how our GIPC Composite tool can help clients with their portfolio optimization.
Read here how our performance measurement tool can help clients to analyse their portfolio returns.
StatPro's Governance tool helps clients with their portfolio analysis. Read more on our website.
StatPro's client reporting solution help to create reports from out portfolio analytics tools.
