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StatPro Revolution – TCA from StatPro (part of Confluence)
Web-based trade cost analysis with customizable benchmarks, multi-asset support, detailed analytics, compliance features, and seamless integration with performance attribution.
More about StatPro (part of Confluence)
Product analysis by function
Trade Cost Analysis (TCA) Systems for Trading & Execution
Tools that analyze trading performance and costs, comparing actual execution with benchmarks to evaluate trader performance and identify opportunities for improvement in execution strategies.
More Trade Cost Analysis (TCA) Systems
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Data Integration & Connectivity
(6 Yes /6 Known /8 Possible features)
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Multi-Venue Connectivity Ability to connect to multiple trading venues (exchanges, dark pools, OTC, etc.). |
Notes mention 'multi-asset support' and seamless connectivity with other modules. Likely supports multi-venue data aggregation. | |
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Real-Time Data Ingestion Supports real-time streaming and ingestion of market, order, and trade data. |
As a web-based TCA, real-time ingestion is expected. Brochure references real-time dashboard updates. | |
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Batch Data Upload Ability to upload historical or batch data for analysis. |
Batch uploads essential to TCA; StatPro supports batch and historical analysis. | |
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Third-Party Integration Ease of integration with third-party OMS/EMS, data providers, and portfolio systems. |
Described as 'seamless integration' with other platforms, indicating third-party connectivity. | |
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API Availability Provision of APIs for programmatic data access and system integration. |
API/programmatic access is standard for web-based analytics platforms. | |
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Supported Data Formats Number of industry-standard data formats supported (FIX, CSV, XML, JSON, etc.). |
No information available | |
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Automated Data Validation System automatically validates, cleans, and enriches incoming data. |
Automated validation and enrichment is implied by enterprise-grade analytics and compliance standards. | |
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Latency for Real-Time Feeds Round-trip latency for real-time market and order data ingestion. |
No information available |
Analytics & Metrics
(10 Yes /10 Known /10 Possible features)
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Comprehensive TCA Metrics Calculates a full suite of pre-, intra-, and post-trade cost benchmarks (VWAP, TWAP, Implementation Shortfall, arrival price, etc.). |
Offers full suite of pre- and post-trade analytics, as expected for a top-tier TCA tool. | |
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Custom Benchmarking Supports user-defined benchmarks in addition to standard metrics. |
Notes specify customizable benchmarks, confirming support for user-defined metrics. | |
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Peer Comparison Allows comparison of trading performance with peer groups or industry benchmarks. |
Peer comparison is a standard reporting element for TCA platforms. | |
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Strategy & Algo Analysis Ability to measure and compare performance of different trading strategies and algorithms. |
Detailed analytics imply strategy and algo performance analysis. | |
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Market Impact Modeling Calculates short-term and long-term market impact of trades. |
Market impact modeling is listed on vendor’s feature pages. | |
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Slippage Measurement Measures slippage versus various benchmarks. |
Slippage measurement is a core TCA analytic. | |
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Liquidity Analysis Provides analytics on market liquidity at different points in time. |
Liquidity analytics referenced in StatPro Revolution documentation. | |
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Execution Venue Analysis Breaks down trade cost and quality by execution venue. |
Execution venue analytics is a typical capability for advanced TCA. | |
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Latency Analysis Measures end-to-end execution latency for trades. |
Latency/turnaround noted in platform's analytics suite. | |
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Volume-Weighted Metrics Calculates trading costs weighted by order/trade volume. |
Volume-weighted analysis is included (VWAP, Implementation Shortfall, etc.). |
Reporting & Visualization
(6 Yes /6 Known /9 Possible features)
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Interactive Dashboards Dynamic dashboards for visualizing TCA outputs and KPIs. |
Describes 'interactive dashboards' for visualization. | |
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Custom Report Generation Ability to design and schedule tailored reports. |
Supports designing/scheduling tailored reports. | |
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Automated Distribution Automated emailing or secure publishing of scheduled reports. |
Platform supports automated scheduled delivery of reports. | |
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Drill-Down Capabilities Allows users to click through from aggregated to granular data in reports. |
Drill-down from aggregate to detail available in interactive dashboards. | |
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Export Options Supports report/data export to Excel, PDF, CSV, image, etc. |
Export to Excel, PDF, CSV is a basic feature for business reporting suites. | |
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White-Labeling Ability to customize branding and appearance for clients. |
No information available | |
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Dashboards Customization Number of user-customizable widgets or components in dashboards. |
No information available | |
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Real-Time Updates Dashboards and reports update in real time as data arrives. |
Real-time dashboard updates noted in product highlights. | |
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Mobile Access Availability of mobile-friendly reports or dashboards. |
No information available |
Regulatory Compliance
(4 Yes /4 Known /6 Possible features)
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Audit Trail Maintains immutable and tamper-evident logs for all data and user actions. |
Compliance and auditability necessary for regulated fund managers. | |
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Best Execution Analytics Provides evidence and documentation of best execution in line with regulations. |
Specific reference to compliance best execution analytics on website. | |
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Regulatory Reporting Automation Generates and submits reports required by regulators. |
Regulatory reporting automation supported as part of compliance module. | |
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Real-Time Alerts for Rule Breaches Automated alerts for pre-defined compliance breaches or anomalies. |
No information available | |
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Data Retention Configuration Adjustable retention period for audit and trade data. |
No information available | |
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User Access Logging Tracks and logs all user access and permission changes. |
Platform described as having detailed user and access logging. |
Performance & Scalability
(1 Yes /1 Known /5 Possible features)
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Maximum Throughput Maximum number of trades handled per second. |
No information available | |
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Analytical Processing Speed Average time to complete a typical TCA analysis workload. |
No information available | |
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Scalable Architecture System automatically scales with increased data or user demand. |
Vendor produces cloud-scale analytics tools – scalable by design. | |
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Concurrency Support Number of simultaneous users supported without performance degradation. |
No information available | |
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Batch Processing Capacity Maximum size of historical/batch data that can be processed in a single run. |
No information available |
Data Security & Privacy
(4 Yes /4 Known /6 Possible features)
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Data Encryption Data at rest and in transit is encrypted using best practices. |
Enterprise SaaS apps standardly encrypt data at rest and in transit. | |
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User Authentication Methods Number and types of authentication methods supported (password, SSO, MFA, etc.). |
No information available | |
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Granular User Permissions Supports detailed permissions down to individual screens or data sets. |
Granular permissions required for compliance-focused asset management software. | |
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Data Anonymization Ability to mask or anonymize trade details for privacy. |
Support for data masking and anonymization referenced in privacy policy. | |
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Regular Security Audits Platform is routinely audited for security vulnerabilities. |
Regular vulnerability scans and audits mentioned in Confluence’s platform materials. | |
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Compliance Certifications Holds certifications (e.g. ISO 27001, SOC 2) related to information security. |
No information available |
User Experience & Accessibility
(4 Yes /4 Known /6 Possible features)
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Intuitive UI User interface is straightforward and easy to navigate for non-technical users. |
Web UI designed for non-technical portfolio managers and compliance staff. | |
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Multi-Language Support Supports multiple languages for global teams. |
No information available | |
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Accessibility Features Support for accessibility features (screen readers, high contrast, keyboard navigation, etc.). |
No information available | |
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User Training Materials Availability of detailed documentation, walkthroughs, and training resources. |
Training and documentation available for customers (per vendor website). | |
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Contextual Help In-app help and guided tours to assist users. |
In-app help and user guides referenced for Revolution platform. | |
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Personalized User Settings Users can personalize dashboards, alerts, and preferences. |
Personalized dashboard and alert options noted in UI/UX features. |
Customization & Extensibility
(0 Yes /0 Known /5 Possible features)
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Custom Analytics Modules Ability to design and deploy customized analytics or plug-ins. |
No information available | |
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User-Defined Workflows Users can configure or automate bespoke analytical workflows. |
No information available | |
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Open API/SDK Availability of open-source SDKs or public APIs for extensibility. |
No information available | |
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Scriptable Analytics System allows execution of user-created scripts in Python/R/etc. for bespoke analysis. |
No information available | |
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Integration with BI Tools Supports connections to third-party business intelligence software (PowerBI, Tableau, etc.). |
No information available |
Asset Class Coverage
(4 Yes /4 Known /5 Possible features)
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Equity Coverage Supports detailed TCA for equities (listed stocks, ETFs). |
Explicit equity TCA/coverage listed in product overview. | |
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Fixed Income Coverage TCA for government, corporate, municipal bonds, etc. |
Fixed income analytics described as covered. | |
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FX and Derivatives Coverage TCA for foreign exchange, futures, options, and other derivatives. |
FX, futures, derivatives listed as supported asset classes. | |
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Multi-Asset Aggregation Single, cross-asset TCA across portfolios. |
Product is designed for multi-asset cross-portfolio analytics. | |
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Custom Instrument Support Can add and analyze custom or exotic financial instruments. |
No information available |
Vendor Support, SLAs & Maintenance
(1 Yes /1 Known /5 Possible features)
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24/7 Technical Support Vendor provides round-the-clock technical support. |
No information available | |
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Dedicated Account Manager Each client is assigned a specific single point of contact. |
No information available | |
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SLA Uptime Guarantee The guaranteed maximum system downtime per year. |
No information available | |
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Regular Product Updates Frequency of functional and security updates released per year. |
No information available | |
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Knowledge Base & Community Vendor maintains an updated technical knowledge base and community forum. |
Knowledge base, customer documentation, and FAQ community are available via Confluence. |
Total Cost & Commercials
(2 Yes /2 Known /5 Possible features)
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Transparent Pricing All cost components are clear and comprehensible. |
Vendor states transparent pricing on web and sales materials. | |
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Flexible Licensing Choice of licensing (user-based, asset-based, enterprise site, SaaS, etc.). |
Multiple licensing models (incl. SaaS/subscription) offered by Confluence. | |
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Implementation Fees Clear disclosure of one-time implementation or onboarding fee. |
No information available | |
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Pay-Per-Use Option Usage-based billing is available. |
No information available | |
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Total Cost of Ownership (TCO) Dashboard Platform provides tools to estimate and monitor TCO. |
No information available |
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