statpro revolution factsheet
DESCRIPTION
The revolution has begun - access a highly sophisticated cloud based portfolio analysis system, available anytime from any location, with simple and secure data management, online distribution and the ability to share portfolio results securely across your entire network.TRANSCRIPT
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FactsheetStatPro Revolution performance dashboard:
[email protected]|statpro.comStatPro Group plc is a limited company registered in England. Registered number: 2910629
Search “StatPro”
Cloud ServicesSTATPRO REVOLUTION
ADVANCED RISK SERVICES
StatPro revolutionThe revolution has begun - access a highly sophisticated cloud based portfolio analysis system, available anytime from any location, with simple and secure data management, online distribution and the ability to share portfolio results securely across your entire network.The system features superb visual portfolio analysis and beautiful reporting.
The benefits:
• Transparency - share information within your firm, with your clients and prospects. With increased regulation and competition, transparency is essential
• Manage performance and risk - leverage the cloud to understand your portfolio’s performance and risk and attract new clients and assets
• Increase assets (under management) - reporting and sharing functionality allows you to explain your investment story
The features:
• Sophisticated portfolio analysis covering performance, attribution, allocation and risk• View risk scenarios and see the impact at portfolio, sector and the security level• Data feed with back offices/administrators• Asset pricing included: over 500,000 assets covered and all major benchmarks• Portfolio cloning feature to allow ‘what if’ analysis• Simple and unlimited reporting – report to PDF or Excel for complete control• No technology footprint or software deployment to manage• Product specialist support to get you up and running fast
“Because of introducing StatPro Revolution into our advisory service, we’ve been able to increase our AUM by 15% in three months, confidently run performance and risk analysis and achieve greater operational efficiency.” Alex Bender, Sr. Investment Analyst, Planstrong Investment Management
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Factsheet
[email protected]|statpro.comStatPro Group plc is a limited company registered in England. Registered number: 2910629
Search “StatPro”
Statpro revolutionContinued...
Pricing:
• Flexible pricing based on your requirements• Professional Portfolio: full detailed analysis with a constituent level benchmark for only $100 per portfolio per
month• Private Wealth Portfolio Pack: designed for smaller portfolios with total level benchmarks – 10 portfolios for
only $150 per month• Advisor Portfolio Pack: designed for the investment advisor, simple visual analysis with total level benchmarks
– 25 portfolios for only $200 per month• NAV Only Portfolio Pack: for analyzing the NAV with a total level benchmark – 50 portfolios for only $250 per
month• Custom Benchmarks: create your own detailed benchmark to use within StatPro Revolution against any of your
portfolios. Only $100 per custom benchmark per month
“For my own analysis I’m really impressed with the granular detail. I’m able to delve deep into the numbers, ending up at the actual stock that’s been selected. It’s so intuitive to us, I wouldn’t know half the information I know without StatPro Revolution.” Nigel Legge, CEO, Vinculum Fund Management
“As it’s cloud based there are no costs involved in infrastructure set up which is great.” Paul Jourdan, CEO, Amati Global Investors
Fixed Income dashboard
Risk Analysis dashboard