Media Release: StatPro Revolution launch given boost from global custodian

STATPRO Group plc, a leading provider of portfolio analytics and asset pricing services for the global investment management industry, is pleased to announce that StatPro Revolution, a software-as-a-service (SaaS) solution in its pilot phase, has been given a major boost by the news that a global custodian bank has just contracted to integrate its client data with Revolution, following a successful feasibility study.

Revolution is an online portfolio analysis service offering performance, attribution, risk and reporting for portfolio managers all around the world, but at a fraction of the price of traditional software only solutions.

The custodian aims to offer all of its own clients easy access to the most sophisticated portfolio analysis and reporting using Revolution.

The technology used means that integration can happen in a matter of months, so the benefits will be available to all of the custodian’s clients from the New Year.

Today’s launch of phase two of the public beta enables trial account users to upload holdings files to the system within seconds.

There is also a new dashboard perspective, where users can see a complete picture of their portfolio asset allocation, risk performance and attribution at a glance.

Clients can also produce stunning reports of detailed analysis in a variety of formats in seconds, dramatically reducing production times.

“For the first time, asset managers or pension funds can gain access to the most sophisticated analysis from as little as $100 per month. Technology that used to cost hundreds of thousands of dollars or more is now available to all professionals,” said Justin Wheatley, CEO of StatPro Group plc.

“This will create a level playing field and allow nimble smaller players to show off how they can add value to their clients. For the bigger players, Revolution will enable them to disseminate information efficiently and cost effectively to all their staff – improving communication and transparency.”

About Revolution

Software-as-a-service technologies are transforming whole sectors across the business world and portfolio analytics is no exception.

StatPro is the first company to offer a genuine SaaS solution that integrates data and software as a service for portfolio analysis. StatPro Revolution is an open platform with a toolkit for integration with third-party solutions. The key objective is to offer an outstanding service and equal service to fund managers of all sizes at affordable prices.

For $100 per portfolio per month, Revolution includes risk management software, attribution, performance and reporting as well as unrestricted access to StatPro’s data universe of more than 500,000 securities and 9,000 benchmarks. This fee also includes access to an unlimited amount of report generation and unlimited amount of data imports.

To see StatPro Revolution and to sign up for a free trial account go to

About StatPro

StatPro is a leading provider of portfolio analytics and data solutions for the global asset management industry. The Company sells a SaaS-based Analytics and Data platform on a rental basis to investment management companies allowing them to analyse portfolio performance, attribution, risk and GIPS® compliance. StatPro also provides market data and valuation feeds including a complex asset pricing service.

For further information please contact:

Jeanine Leuckel, StatPro

Tel: 020 8410 8655


Fabienne Pasquion, Ascension Consulting

Tel: 020 7100 6111 / 07984 119846


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