Portfolio Data Management: Got More Data? Let Us Have It!
Flexible integration
Our import process allows you to be
flexible. If you only have basic holdings data for a
portfolio you can upload it and see results in seconds. If
you have weights and returns data calculated from another system
you can import that too. Our simple column mapping allows you
to import any Excel spreadsheet into Revolution.
Custom benchmarks
If you want to see your own custom benchmarks in
Revolution then you can upload them using our simple upload
tool. You can upload total or constituent level portfolio
data and make it available to any of your portfolios.
Classifications, your way
If you have your own classification data you can
upload it to Revolution and apply it to any of your portfolios in
the system. Providing your own classification scheme allows
you to analyze your portfolio in any way you wish.
Automate now!
StatPro Revolution allows you to import data at
any time using the web interface, but if you want to automate the
process you can simply drop an import file to our secure FTP
service and we’ll do the rest. You can update all your
portfolios from a single file.
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