StatPro Revolution

StatPro Revolution is a data-driven investment management solution offered by Confluence, aimed at empowering investment professionals in making informed decisions. According to the vendor, this comprehensive platform provides a suite of performance and analytics tools, including performance measurement, GIPS compliance, attribution analysis, reporting, hosted portfolio management, and fund performance calculation. The product caters to companies of all sizes, from small and medium-sized firms to large enterprises. It is utilized by various professionals and industries, including asset managers, asset owners, asset service providers, investment consultants, and institutional asset managers.

Key Features

Performance Measurement: According to the vendor, the product aims to reduce turnaround time for delivering performance results to stakeholders and provide insight into performance strategy and investment performance drivers through integrated data management and distribution.

GIPS Compliance: The vendor claims that the product facilitates compliance with global investment performance standards (GIPS) by automating the composite reporting process and offering GIPS verified numbers for client reports, with the goal of enhancing credibility and driving business growth.

Attribution: The vendor states that the product offers enhanced workflow and comprehensive multi-asset analysis to assess the impact of investment decisions across various asset classes and investment strategies, aiming to identify key sources of returns and performance drivers.

Reporting: According to the vendor, the product enables users to generate flexible, controlled, and self-service portfolio analysis reports. It offers customizable visual analysis dashboards and customizable reports with granular options and integration with Excel.

Hosted Portfolio Management and Investment Accounting: The vendor claims that the product provides a full-featured, comprehensive portfolio management, analytics, and investment accounting solution hosted in the cloud. It aims to ensure clean data, accurate results, scalability, and superior reporting.

Fund Performance: According to the vendor, the product automates performance calculations, ensuring consistency of results. It also collects and stores over 200 data fields for consistent performance reporting, including after-tax calculations and adjusted expense ratios.

Prism Analytics: Institutional Plan Data Insights: The vendor states that this feature offers exclusive insights into institutional asset trends, channel-level insights into asset movements and cash flows, and detailed insights into mandate wins and losses, actual fees, and market share. The goal is to help users quantify opportunities and establish specific institutional distribution initiatives.