Advisers, particulary those who manage portfolios in an active fashion, are no strangers to portfolio analytics software. Several popular tools such as Morningstar Principia and AdvisoryWorld have been industry staples for years.
But a new portfolio analysis system came to my attention at the T3 conference in February called StatPro Revoluition. It’s a cloud-based portfolio analytics platform aimed at delivering consolidated, visually-appealing reports to both advisers and clients on demand.
I sat down with Andrew Peddar, CEO of North America at StatPro, to get his take on how StatPro is positioned relative to the competition in the analytics segment.
