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A cloud-based portfolio analysis platform providing performance measurement, attribution, risk analytics, and reporting. Offers fixed income, equity, and derivative analytics with flexible dashboards and customizable reports.
More about StatPro (part of Confluence)
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
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Multi-Source Data Ingestion Ability to import data from multiple custodians, fund administrators, market data vendors, and internal systems. |
Cloud platform integrates data from custodians and fund admins; industry standard for data ingestion. | |
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Data Normalization Automatic harmonization of data formats and conventions across sources. |
Platform advertises harmonized portfolio/performance data, requiring normalization. | |
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Real-Time Data Processing Support for processing data in real-time or near real-time for timely attribution. |
Described as supporting near real-time dashboards and reporting. | |
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Data Validation & Quality Checks Built-in rules and checks to identify, flag, and correct anomalies in portfolio, market, and reference data. |
Quality controls, data checks and validation tools stated in documentation. | |
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Corporate Actions Processing Automated adjustment and integration of corporate actions into datasets and performance calculations. |
Automated corporate action processing listed as a feature. | |
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Flexible Data Mapping Customizable mapping interface to align system-required data fields with source fields. |
Custom mapping/interface options are referenced in product literature. | |
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Data History Support Ability to handle long-term historical datasets for back-testing and trend analysis. |
Specifically mentions support for long lookback/historic data and back-testing. | |
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Data Upload Speed Rate at which the system can upload data files. |
No information available | |
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Automated Data Refresh Frequency How often data feeds can be automatically refreshed. |
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Automated data refresh cited; frequency available via configurable schedules. | |
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API Availability Provision of APIs for data integration with other platforms. |
API access for data integration shown in technical documentation. |
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Multi-Level Attribution Analysis Support for total, top-down, bottom-up, Brinson, factor-based and hybrid attribution models. |
Supports Brinson, factor, top-down, bottom-up and hybrid; multi-level attribution confirmed on site. | |
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Custom Attribution Models User-defined and configurable attribution models to suit firm-specific requirements. |
User-defined attribution models available according to marketing and documentation. | |
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Support for Equity Attribution Full implementation of equity return attribution methodologies. |
Full support for equity attribution described for performance measurement. | |
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Fixed Income Attribution Support for bond, credit, yield curve, spread, and duration-based attribution. |
Fixed income and multi-asset attribution highlighted, including for derivatives. | |
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Multi-Asset Attribution Ability to handle portfolios with multiple asset classes and aggregate attribution results. |
Multi-asset attribution (equity, fixed-income, derivatives) is a stated use-case. | |
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Currency Attribution Measurement of the impact of currency selection and currency management on returns. |
Currency attribution offered by platform. | |
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Leverage Attribution Extension to calculate the performance impacts of leverage and derivatives. |
Leverage and derivatives attribution cited in documentation. | |
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Look-Through Attribution Drill-down capability to underlying securities or funds (e.g., ETFs, mutual funds). |
Look-through to underlying securities and funds described on site. | |
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Multi-Period Attribution Ability to aggregate and decompose performance over custom periods. |
Multi-period rollup/decomposition is standard and cited in marketing. | |
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Residual Analysis Captures unexplained or residual returns for deeper investigation. |
Residual or unexplained return reporting discussed in attribution outputs. | |
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Attribution Granularity Smallest possible granularity for reporting (e.g., sector, region, security). |
No information available | |
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Turnover Attribution Measures impact of trading activity on performance. |
Turnover attribution supported among standard performance metrics. |
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GIPS Compliance Calculation methodologies are compliant with Global Investment Performance Standards (GIPS). |
GIPS compliant calculation methodologies referenced on Confluence site. | |
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Reconciliation Tools Built-in reconciliation of position-level data with accounting, custody, and front-office records. |
Reconciliation tools are mentioned in the platform literature. | |
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Audit Trail Complete logging of calculation steps and data changes for compliance and troubleshooting. |
Audit trails mentioned as part of audit readiness and compliance. | |
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Error Margin Reporting Confidence intervals or error margins provided for attribution results. |
No information available | |
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Simultaneous Multi-Period Calculations Ability to perform calculations for multiple periods in parallel. |
No information available | |
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Customizable Holiday Calendars Allows choosing/defining holiday calendars for date-sensitive calculations. |
Custom holiday calendars configurable according to documentation. | |
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Rounding & Precision Configuration Settings to control display and calculation precision for all outputs. |
Rounding and precision controls can be set for export and user interface. | |
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Comprehensive Error Logging Transparent description and reporting of calculation errors/warnings. |
Error logs and transparent error reporting highlighted in technical docs. | |
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Calculation Speed Average time taken to process attribution calculations for a standard portfolio. |
No information available |
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Customizable Reports Editable and re-usable report templates matching branding and client needs. |
Customizable report templates and branding are featured as a selling point. | |
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Dynamic Dashboards Interactive dashboards for slicing, dicing and visualizing attribution data. |
Interactive dashboards stated as available in product overviews. | |
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Export Formats Ability to export results in PDF, Excel, CSV, PPT, and more. |
Results can be exported in multiple formats including PDF, Excel, CSV. | |
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Automated Report Scheduling Set and schedule automatic delivery of periodic reports. |
Scheduled automated report delivery is standard and documented. | |
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Data Visualization Options Range of charts, heatmaps, tables, and graphs for intuitive results analysis. |
Wide range of charts and visualizations shown in platform UI and demos. | |
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Drill-Down & Drill-Through Users can explore attribution from high-level summaries to underlying security-level details. |
Drill-down/drill-through functionality present according to product sheets. | |
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Multi-Language Reporting Display results in multiple languages based on client preferences. |
No information available | |
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Report Generation Speed Average time to generate a standard performance attribution report. |
No information available | |
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Accessibility Features Support for accessibility (e.g., screen readers, colorblind palettes) in all reports and dashboards. |
No information available |
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Role-Based Access Controls Flexible user roles to control permissions for viewing or editing portfolios and reports. |
Role-based permissions and access controls supported. | |
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Multi-Factor Authentication Extra layer of user authentication to prevent unauthorized access. |
Multi-factor authentication options in line with enterprise SaaS standards. | |
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Single Sign-On Integration Integration with enterprise SSO solutions for ease and control. |
Single Sign-On integration with enterprise identity providers described. | |
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Data Encryption (In Transit/At Rest) Encryption of sensitive data both during transfer and in storage. |
SaaS platform encrypts data in transit and at rest as per product security documentation. | |
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User Activity Logging Comprehensive audit of user actions for compliance and oversight. |
Comprehensive user activity logging implemented for compliance. | |
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Granular Permission Levels Admin can specify permissions down to specific portfolios or systems. |
Granular permissions documented for admin/user levels and portfolio visibility. | |
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Session Timeout Setting Adjustable session inactivity timeout for added security. |
Session timeouts and related security settings are standard for the SaaS product. | |
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Number of Simultaneous Users Supported System’s capacity to serve multiple concurrent users without degradation. |
No information available |
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Horizontal Scalability System accommodates increased loads by adding more servers or cloud resources. |
Scalable cloud infrastructure allows horizontal scaling. | |
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Vertical Scalability Improved performance through hardware upgrades without architectural changes. |
Vertical scaling via cloud resources is potentially available per SaaS norms. | |
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Automatic Load Balancing Dynamically balances system resources during high-activity periods. |
Cloud platform provides dynamic load balancing per infrastructure. | |
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Maximum Portfolio Size Largest supported portfolio (in number of securities) for accurate attribution. |
No information available | |
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Maximum Portfolios Supported Total portfolios the system can process in parallel. |
No information available | |
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Latency under Load Average response time when handling system’s maximum load. |
No information available | |
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Concurrent Calculations Capability Number of attribution calculations processed in parallel. |
No information available |
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Automated Data Import Scheduled or event-driven import of data without manual intervention. |
Automated and scheduled data import supported by integrations and job flows. | |
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Automated Exception Handling Systematic treatment of data or calculation issues with notification and escalation. |
Automated exception handling and flagging described as part of data workflows. | |
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Workflow Customization Users can define, save, and manage custom workflows for their teams. |
Workflow customization (rules, triggers, approvals) cited in release notes. | |
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Batch Processing Simultaneous execution of recurring calculations or reports for multiple portfolios. |
Batch and bulk processing is a standard for high-volume client use cases. | |
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Alerting & Notification Automated alerts for issues like data delays, reconciliation failures, or unusual results. |
Alerting and notifications for data delays and exceptions advertised. | |
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Workflow Audit and Tracking Complete history of all automated and manual process execution. |
Workflow and change tracking mentioned in audit/tracking modules. |
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Regulatory Reporting Templates Built-in templates for regulatory and client reporting (UCITS, GIPS, MiFID II, etc). |
Regulatory templates (GIPS, MiFID II, AIFMD) available as cited on Confluence/revolution pages. | |
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Audit Readiness Capabilities to produce structured logs and documentation required for audits. |
Audit readiness features with logs and downloadable audit reports promoted. | |
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Regulatory Framework Updates Timely system updates when new rules apply to performance and attribution. |
Platform is regularly updated for regulatory requirements (see vendor blog notations). | |
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Data Retention Controls Ability to manage historical data storage per retention policies. |
Data retention and control options highlighted for compliance. | |
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Client-Specific Compliance Configuration Tailoring outputs to unique compliance needs of clients. |
Product tailored for client-specific compliance; outputs configurable. |
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Open API Access Rich, documented APIs for data query, update, and systems integration. |
Open API is available, with documentation and developer support mentioned. | |
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Plugin Framework Support for firm-specific modules, custom analytics, or reporting plugins. |
Plugin and customization framework available for analytics/extensions. | |
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Bidirectional Data Flows Export and re-import enriched or augmented attribution data. |
Bidirectional data flows for exporting and re-importing enriched data discussed. | |
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Integration with OMS/PMS Direct connection with Order Management and Portfolio Management Systems. |
Direct integrations with OMS/PMS are a standard integration option. | |
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Third-Party Data Provider Integration Plug-and-play integration with major market and reference data vendors. |
Third-party data provider integration (market/reference data) promoted. | |
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Webhooks / Event Hooks Trigger actions in other systems based on events in the attribution platform. |
Event-driven workflows (webhooks/event hooks) referenced for advanced integrations. |
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Dedicated Account Management Each client has a dedicated manager or team for support and relationship management. |
Dedicated account management teams offered by Confluence for Revolution. | |
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24/7 Technical Support Round-the-clock support availability for critical issues. |
Round-the-clock support (24/7) offered to enterprise clients. | |
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Onboarding & Training Programs Structured onboarding, documentation, and in-person or online training. |
Onboarding, documentation, and training programs part of client onboarding process. | |
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Knowledgebase Access Comprehensive online documentation, FAQ, and tutorials. |
Comprehensive knowledgebase and support materials provided. | |
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User Community Access to forums or user groups to share best practices. |
User community/forums referenced in support materials. | |
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Response Time SLA Guaranteed maximum initial response time for support requests. |
No information available |
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