Name: StatPro Revolution
Price: 5 USD
Author: StatPro

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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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.

Basic

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

StatPro Revolution

Investment Portfolio Management

StatPro

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Investment Portfolio Management Software

StatPro Revolution

Overview

What is StatPro Revolution?