Wealth & Finance International - Wealth & Money Management Awards 2016

Wealth & Money Management Awards 2016 54 Best for Investment Portfolio Analytics Solutions & Most Innovative Portfolio Analytics Software: StatPro Revolution StatPro is a global provider of award winning portfolio analytics solutions for the investment management community. We invited Neil Smyth to showcase the innovative service offering and client focused approach which has helped his firm to achieve its current success. Company: StatPro Name: Neil Smyth Email: [email protected] Web Address: www.statpro.com Address: StatPro, Mansel Court, Mansel Road, Wimbledon, London. SW19 4AA StatPro’s cloud-based platform provides vital analysis of portfolio perfor- mance, attribution, risk and compliance. This multi-asset class analytics platform helps the firm’s clients increase assets under management, improve client service, meet tough regulations and reduce costs. The group’s integrated and global data coverage includes over 3.2 mil- lion securities such as equities, bonds, mutual funds, FX rates, futures, options, OTCs, sector classifications and much else besides. StatPro also covers most families of benchmarks including MSCI, FTSE, Russell, NASDAQ and the open source Freedom Index. StatPro provides a cloud-based portfolio analytics platform called StatPro Revolution. This platform helps wealth managers track the performance, attribution and risk of any portfolio using industry leading analytical models and market data. Neil talks us through the firm’s approach which ensures that clients get the very best out of this innovative technology. “The most important aspect of our work is listening to our clients. Under- standing the entire process of portfolio and wealth management allows us to create functionality and solutions that work as part of a larger process. Ensuring our solutions can respond to new challenges helps us deliver value to our clients. “We implement our client focused strategy right from the start of the pro- cess. We take the time to understand the client’s requirements, as this is a fundamental step in the sales process. Once we move to implemen- tation we have dedicated subject matter experts who work with client teams to ensure the delivery is smooth and the client is in production within agreed time scales. StatPro Revolution is a cloud-based platform so we do not need to spend valuable time on IT configurations or soft- ware installations. We can move straight to the client data, analytics and reporting output, which saves time for the client and ensures that their solution is up and running as soon as possible for maximum efficiency.” Looking ahead, StatPro is launching a major new extension to the Revolution platform this year with the release of Revolution Performance, which Neil believes will be a major step forward for both the group and its clients. “Our latest innovation is a new performance measurement system built from the ground up and designed specifically for the cloud and the scalability challenges facing our clients today and in the years to come. We are excited about the opportunities this new solution will bring and look forward to a bright and prosperous future.” WM16039