StatPro now supports market values-based holdings data for portfolios, in addition to the existing quantity-based holdings data and the security weights and returns data.
The update has also added the capability to import 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.
The new release has seen changes to the software's administration section, and support for multi
While at Sibos Toronto, James shares some interviews covering topics on blockchain, fintechs and cybersecurity.Subscribe to Weekly Wrap emails