StatPro Revolution is a cloud-based front office portfolio analysis, reporting and distribution platform. It gives portfolio managers, custodians, broker-dealers and RIAs the ability to run portfolio analysis, generate and distribute reports in an intuitive, visual way.
StatPro Revolution comes with market (and optionally custodian) data feeds, eliminating the need to provide prices by the clients, and allowing bulk portfolio uploading via FTP. The system is based on flexible and innovative per-portfolio charging model.
The roots of StatPro Revolution are in StatPro’s portfolio analysis capabilities, which set a new standard for the industry when the company launched in 1994, and a host of successful products that ultimately led to development of Revolution.
The red paper covers:
Comparing “an on premise terminal based” system to the StatPro Revolution platform
An example of StatPro Revolution at work.