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Case Studies

Portfolio analysis success stories from clients around the world

Lots of clients are already seeing the benefits of StatPro Revolution and our other services. We hope you do too. Let them convince you and read our latest case studies.

Encompass Advisors

“The Power of StatPro Revolution” – Jon Green, President, Encompass Advisors

Encompass Advisors have transformed their business using StatPro Revolution, by building accurate model portfolios and evaluating securities, enhancing client service and calculating risk in one cloud-based platform.


J2 Capital Management - StatPro Testimonial

“Game changer” says Registered Investment Advisor

Using the sophisticated dashboards in StatPro Revolution has helped J2 Capital Management pinpoint how they’ve added value to the clients’ investment portfolio using performance, contribution, attribution, asset allocation and risk analysis.


Amati Global Investors

Amati Global Investors say yes to StatPro Revolution

“The fact that we’ve rolled this out widely shows how pleased we are with StatPro Revolution…As it’s cloud-based there are no costs involved in infrastructure set up which is great. We now want to use the presentation capabilities of StatPro Revolution to beef up our marketing and use this information to decide what we can make available on our site for our investors.”


Kuwait Financial Centre S.A.K. 'Markaz'

Attribution made easy for Markaz

“I am consistently impressed by the wealth of support and service I get from the support team. They are friendly and there’s always one-to-one explanation around the reporting, functionality and how to maximize the value in the platform.”


Regan Investments

Regan Investments looks to the cloud

“I can be anywhere and have the ability to look at our portfolio performance on a minute by minute basis”


Banca Sella

Banca Sella on the frontier of risk management

“Thanks to our partnership, today we can claim that Banca Sella is on the frontier of risk management, extending the concept of having a timely and precise control of financial risks from our own portfolios to asset managed portfolios and to all clients of the Bank.”


F&C Investments Logo

F&C Asset Management buy StatPro Composites

“StatPro continue to provide software solutions and support that enables FCAM Performance Analytics to deliver added value services among the best in the arenas in which we operate.”


Baillie Gifford

A positive experience for Baillie Gifford

“The ongoing support and account management is excellent. The support team is extremely responsive and we are able to benefit from the e-Support system and the StatPro user groups. Overall, we have had a very positive experience with StatPro; they have shown expertise, commitment and dedication.”


Allan Gray

‘Simply good business’ for Allan Gray

“Governance system allows the compliance team to focus on resolving breaches and other value-added tasks and ensures that the company as a whole has a clear and concise view of the status of investment compliance at any point in time through ongoing electronic notification.”


JO Hambro

J O Hambro gets powerful and flexible client reporting

“The client reporting tool enables us to generate automated monthly fund factsheets and monthly portfolio reviews as well as automatic updates of performance charts in a number of our presentations”