The March release of StatPro Revolution is now live! Version 62 has some important new features including a new market values based data model with data validation screens, enhancements to our Admin section and support for multiple NAV series data. Read more below, or watch our new product update videos.
NEW MARKET VALUES DATA MODEL
We now support market values based holdings data for portfolios. This provides additional flexibility alongside the existing quantity based holdings data and the security weights and returns option. You can also import your portfolio total assets independently to holdings. Total assets will be compared to the sum of the Market Value of the underlying holdings as part of the data reconciliation process. This new version also supports switching from your current data model to the new data model to preserve historical performance. Please contact your StatPro representative if you want to learn more about the new market values data model.
ENHANCEMENTS TO THE ADMIN SECTION
We have made it easier and more logical to make settings changes to your portfolios. We have also added new import processes and data validation methods to support the new market values data model. The introduction of data controls provide a mechanism to easily investigate and trace data issues to either your data source or data transformations that have happened within StatPro Revolution.
SUPPORT FOR MULTIPLE NAV SERIES DATA
We now support importing multiple NAV series data into a single portfolio. This provides additional flexibility for portfolios containing multiple share classes for example.
SYSTEM PREPARATION FOR ADVANCED RISK ANALYSIS
We have been busy during the last few months preparing the system for additional risk analysis functionality. This has included migrating to a new StatPro Risk API service that performs many risk calculations on behalf of StatPro Revolution. This important work will allow us to accelerate the development of advanced risk analytics including relative risk and risk factor decomposition during 2015.
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