Complete Analytics Solutions for Private Wealth Managers
As a Private Wealth Manager you need
to satisfy the reporting requirements of your clients whilst
balancing the demands placed on your internal resources to produce
them. You know you need to offer an excellent reporting service to
win business.
You know that if you really impress your
clients with the quality and promptness of your reports this will
lead to happy clients and new referrals. The sheer volume of
data required for the number of portfolios you manage makes your
task even more complicated. In response, some managers have divided
clients by assets resulting in different levels of service. If
you don’t like offering some clients a lesser service than others,
now you don’t have to.
| StatPro Revolution |
 |
is our brand new web based portfolio analytics service providing
superb interactive reporting functionality to your
client base. Set up in seconds and easy to use this tool put a
wealth of analysis options at the fingertips of your
clients.
|
| StatPro Seven |
 |
our sophisticated portfolio analytics service for the middle
office enabling your team to run detailed, transaction
based analysis of your holdings. |
| |
|
|
To find out more about our solutions and talk
to a StatPro representative
please
contact us.