A sophisticated and beautiful portfolio analytics service
The unique benefit of StatPro Revolution is that you can easily share your portfolio analysis with as many people as you want, for no extra cost. This online and connected platform brings self-service reporting and analysis distribution to any asset manager of any size.
A portfolio analysis revolution in one online platform
Access highly visual and sophisticated levels of portfolio analysis all in one place, including performance ratios, equity and fixed income attribution, ex-ante risk and contribution.
Self-service portfolio analysis is here
Sign off and share your analysis to anyone, securely over the web. Enhance your distribution capabilities while maintaining complete control.
Take StatPro Revolution on the road and show your clients how your investment strategy adds value.
Transform your client communication with interactive, visual analysis and reporting.
Who is it for?
With StatPro Revolution, you can create timely analysis and reporting for your clients both internal and external and share it securely. You can also bring the front and middle office closer together so you’re more productive, spending more time servicing clients rather than managing software and data.
Asset Service Providers
Provide online portfolio analytics and reporting to your clients cost effectively. Add value to your existing service and stay competitive. Enhance your oversight capabilities by analyzing entire companies or strategies from a single platform.
StatPro Revolution helps wealth advisors perform daily sophisticated analysis, manage data efficiently, communicate better with clients, and win more business. Do this at a fraction of the cost of a traditional software system without any of the maintenance hassles.
Where do I start?
Learn how StatPro Revolution can improve client service.
What does it cost?
This type of application used to cost a fortune and that’s before you added in the hardware expense and management costs. StatPro Revolution is cloud-based so you don’t need any additional hardware or resources to manage software. There are various types of portfolio available within StatPro Revolution depending on your analysis requirements and security types. Please contact us for full details of the latest price plans.