Portfolio management software

Deciding what and when to purchase

Portfolio management is about selecting the right investments to meet the objectives of the portfolio. It’s about matching performance goals with acceptable levels of risk and reporting investment decisions to clients. Active management requires robust research and analysis processes to meet the demands of investors, especially in today’s rapidly changing economic and market conditions. Better portfolio management is achieved through better information and better understanding of information to make investment decisions. From portfolio accounting and detailed analysis through to reporting and communicating with clients, StatPro understands the right portfolio management software is a key component to achieving your investment goals.

StatPro enables performance, risk, attribution, allocation and compliance management through portfolio analytics software, StatPro Revolution, and portfolio accounting and management through portfolio accounting software, StatPro Portfolio Management (SPM). Read more below:

Cloud based portfolio analytics platform StatPro Revolution, will transform communication with clients, reduce costs and increase sales.

Supporting trade decisions, execution, record-keeping, NAV calculation, invoicing and client and management reporting.