StatPro Revolution

What is StatPro Revolution?

StatPro Revolution is a sophisticated and complete portfolio analytics service. Our unique value proposition is that with full control, you can easily provide access to portfolio analysis to as many users as you want for no extra cost.

This multi asset-class, award winning analytics platform helps our clients;

  • Increase sales and assets under management
  • Improve client service
  • Meet tough regulations
  • Reduce costs
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  • StatPro Revolution portfolio analysis - allocation analytics dashboard
  • StatPro Revolution portfolio analysis - annualized-attribution analytics
  • StatPro Revolution portfolio analysis - contribution analytics
  • StatPro Revolution portfolio analysis - fixed income attribution analytics
  • StatPro Revolution portfolio analysis - performance dashboard
  • StatPro Revolution portfolio analysis - risk analytics dashboard
  • StatPro Revolution portfolio analysis - stock-level attribution analytics
  • StatPro Revolution portfolio analysis - top-down attribution analytics
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StatPro Revolution is a powerful and connected portfolio analytics platform covering performance, attribution, contribution, risk and compliance and including market data covering over 3.2m global securities.

 

Benefits

Increase sales and AUM

360 degree view of any portfolio from anywhere.

Dynamic and interactive analysis from portfolio to security level.

Ability to provide clients and stakeholders with controlled access to online analysis and reporting.

Improve client service

Replace manual ad-hoc reporting processes with a controlled digital communication channel.

Provide tailored analysis and reporting rather than a one size fits all report.

Add value over static PDF reports with interactive online analysis.

Reduce costs

Dramatically reduce your costs versus terminal or legacy based systems with no per user or site costs, just a simple per portfolio model.

Lower your total cost of ownership with no local IT systems to manage.

Maintain higher levels of service without increasing headcount.

Meet tough regulations

Manage regulated funds directly within the platform.

Produce required data and reports with online collaboration sand sign-off.

Visual overview of all regulated funds showing any potential breaches with the ability to drill down in to the details.

 

Features

Complete portfolio analytics

Multi-asset class calculation and analysis of performance, attribution, contribution, ex-post/ex-ante risk, and compliance in a single cloud-based platform.

Fully integrated market data

Integrated coverage of over 3.2million global securities including equities, bonds, mutual funds, FX forwards, futures, options, OTCs and more. Most families of benchmarks also available including MSCI, FTSE, NASDAQ, Russell and the license free Freedom Index.

Simple data interface

Match data models to individual portfolios or investment processes. Support for simple holdings files, market values or pre-calculated weights and returns for complete flexibility.

Coverage of complex assets

StatPro has the ability cover complex assets thanks to our dedicated pricing team and data service based in Milan. This data coverage includes amongst others, credit default swaps, VIX options and futures, convertible bonds and mortgage backed securities.

Unlimited users and sites

Create unlimited users roles and access permissions to suit any user requirements. Provide controlled and fully audited access to portfolio analysis to internal and external stakeholders.

Cloud-based with zero IT footprint

No hardware or software to manage. Simple secure access via your web browser or tablet from any location. Seamless updates to the platform with no costly upgrade projects to manage.

Award winning risk limits monitoring – UCITS & AIFMD

Award winning and cost effective compliance designed for regulated UCITS and AIFMD funds. Complete risk limits monitoring covering VaR, commitment, netting, hedging, and liquidity risk.

Flexible reporting and distribution capabilities

Create PDF or Excel reports with multiple language support. Access our powerful Web API for programmatic data extraction or use Revolution-i for interactive or automated data extraction directly into local file formats including MS Word or Excel templates.

Award winning advanced equity attribution analysis

Support for top-down single and multi-level attribution models with advanced currency overlay and bottom-up attribution with stock picking decomposition analysis.

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The Platform

Multi-asset class analytics and market data integration

StatPro Revolution is a platform. From a single browser window you can access portfolio performance, attribution, contribution, allocation, risk, and compliance analytics. Market and index data is fully integrated allowing you to focus on the analysis rather than data management tasks. StatPro Revolution covers over 3.2million global securities including equities, fixed income, mutual funds, listed futures contacts, FX forwards, inter-bank deposits, options and OTCs. We also cover most families of benchmarks including MSCI, Russell, FTSE, NASDAQ and also the license free, Freedom Index.

StatPro Revolution supports multiple data models. This gives you the flexibility to choose which data model suits which portfolio and investment process. Our data models include; holdings based, market values, pre-calculated weights and returns from StatPro Seven, or pre-calculated weights and returns from other performance systems.

Online distribution and reporting

StatPro Revolution gives you the ability to manage the platform at a very granular level. Supported by unlimited user roles, your administrator can define roles and permissions that suit anyone’s requirements within the system. It’s about managing users, content and access rather than managing software.

You can securely provide access to portfolio analytics to key stakeholders, whether they are internal or external to your business. This allows you to provide portfolio analysis and compliance capabilities to anyone within your organisation in a fraction of the time of a traditional software deployment. By providing access to those outside your organisation you can add a whole new digital communication channel to your investment process, without adding headcount.

There are various options when it comes to reporting and extracting data from the StatPro Revolution platform. You can create unlimited reports directly within the system and output them to PDF or Excel in multiple languages. You can use our powerful Web API to programmatically extract data to use with local downstream systems, or you can use Revolution-i to automatically extract data into a variety of formats including editable MS Word or Excel report templates, XML, SQL or access database files.

Grade ‘A’ technology

The StatPro Revolution platform is built on years of cloud development experience. We started from scratch and built everything from the ground up. This allowed us to implement new development and release processes meaning updates to the platform are seamless for our clients. We generally make five or six releases a year and our roadmap is driven by our client’s requirements.

Our data centres and development processes are certified to internationally recognised security standards such as ISO27001:2013 and SSAE16. We have averaged over 99.95% uptime over any given year since we launched in 2011 and we publish our availability stats online. We conduct strenuous security and disaster recovery testing each year. The StatPro Revolution platform is an award winning Software as a Service platform and is leading the next generation of portfolio analysis and reporting solutions.

 

Find out more

Advanced User Management

Controlled sharing of portfolio analysis

Award Winning Risk Limits and Commitment Leverage Monitoring

The Risk Limits Monitoring module within StatPro Revolution enables users to oversee the risk and exposure of selected portfolios. For those with UCITS or alternative funds this will aid compliance with the UCITS IV regulation and the AIFMD.

Portfolio Analysis

Show your performance in its best possible light with our visual dashboards. Explain how you've added value to the clients’ portfolio, using contribution and attribution analysis.

Portfolio Analysis Data

StatPro Revolution covers global equities, global bonds, global mutual funds, most families of benchmarks, FX rates, sector classifications and much more.

Sharing In The Cloud

Enhancing portfolio analysis distribution Sharing information online is nothing new. As millions of Facebook likes, tweets and LinkedIn updates occur in our everyday lives, more and more investment managers are using shared data and results to research...

Portfolio Analysis Reporting

Show your clients reports on the progress of their portfolio. Pick from a wide range of reports including allocation, contribution, absolute performance, equity overview, fixed income, regression analysis, risk and value at risk.

Other important benefits

Find other helpful details about StatPro Revolution here, including user management, daily data imports, specific customisation and additional support..