The STP Advantage
Talent, knowledge, expertise, and a core values-driven collaborative nature, backed by world-class, powerful software.
Service
As a top company, STP’s people are our biggest advantage. With leadership and expertise covering the complete investment front, middle, and back office, and unmatched development prowess, our people are also our clients’ best partners.
Transparency
SaaS Portal, our cloud-based, industry-leading enterprise-grade platform, is the centerpiece of STP’s software and suite of products, and brings efficiency, order, and control to the front, middle, and back office.
Partnership
Partnering with STP combines our experienced team with our best-in-class platform and operational dashboards. Our award-winning service model is fully customizable and flexible to your requirements.
Who We Serve
INSTITUTIONAL MANAGERS
Banks, global asset managers and other large financial firms face numerous investment operations challenges. Cutting costs, driving revenue, and growing margins top the list.
STP meets the challenge with our award-winning blend of investment operations expertise and software proficiency.
Streamline. Optimize. Grow.
WEALTH MANAGERS
Finding time to grow the business and build new client relationships can be challenging for RIAs and wealth management firms if the focus is on day-to-day operations.
STP’s industry leading FinTech platform and operations expertise provides wealth managers with custom and turnkey asset management programs to grow assets and support clients.
More time, more clients.
PLAN SPONSORS
Plan sponsors produce value for participants in several ways, including: investment performance, managing risk, and controlling costs. With our operations expertise and powerful SaaS platform, plan sponsors can cut costs and improve operating efficiency.
STP brings order and control to chaotic investment operations and provides plan sponsors with a holistic view of all plan assets in one dynamic, cloud-based solution.
EMERGING MANAGERS
Starting a business is exciting.
With STP, you get a best-in-class, full-service solution to springboard your startup to the next level. Focus on your core competencies like managing investments/strategies, client services, raising capital, and being a good fiduciary. Let us handle the rest.
STP’s partnership model includes institutional software and support, and creative pricing that encourages growth.
FUND MANAGERS
Complex investment products have complex operational needs. From fund administration to shadow accounting, investment funds require specialized knowledge and integrated software.
STP’s FinTech software and expertise gives fund managers a comprehensive suite of fund administration, accounting, and investor reporting services.
Focus on core competencies like raising assets and managing portfolios.
FAMILY OFFICES
Single and multi-family offices rely on collaboration of both internal and external teams to support a comprehensive wealth management offering. With STP, family offices get transparent, consolidated data with the tools to impress even the most sophisticated families.
Outsource middle and back office functions and focus on what’s really important: managing portfolios and family relationships.
The Big Picture
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What We Do
Investment Operations Services
Trade Settlements • Data Management • Portfolio Accounting • Performance • Reconciliation Corporate Actions & Pricing • Fee Billing
Fund Services
Fund Administration • Shadow Accounting • Portfolio NAV Calculations • Feeder NAV & Investor Allocations • Financial Statements • Fact Sheets
Compliance
Registration • Compliance Consulting • Exams • Risk Assessments
Regulatory Filings • CCO Services & Support
Business Process Solutions
Advent Portfolio Accounting & Reconciliation • Support 3rd-Party Software • Client Reporting • Performance History Updates
Cloud-Based Software
Report Builder • Automate Reporting • Interactive Dashboards • SaaS Portal • ControlOps • Compliance Engine
Data Warehouse
Historical Data Storage • Data Transfer • Golden Copy Rules • Cloud-Based Security •
Migrate Legacy Data • Data Controls
Ways to Work With Us
Outsource Middle & Back Office Tasks
Outsource everything. Bundle functions. Outsource single components.
Choice and flexibility.
- Full Outsourcing
- Bundled Outsourcing
- Component Outsourcing
Customizable Software Solutions
STP offers investment firms cloud-based, industry-leading FinTech software.
Access apps, products and features including:
- Reconciliation Dashboards
- Interactive Dashboards
- Report Builder
Tap Into Our Expertise
STP’s Co-Sourcing Model
- Advent/other investment operations expertise. No additional overhead
Staff Augmentation
- Fill staffing gaps with STP’s team without adding resources.
Institute & News
“(Only those who will risk going too far can possibly find out how far one can go. - T.S. Eliot) I feel like this is a great representation of our relationship - STP willing to take a risk on us and our firm willing to take a risk on you. I know, in the end, we will all accomplish great things because of our investment in each other and our willingness to take risks. ”
Chief Operating Officer, Wealth Management Firm
“STP's investment in people and technology has enabled Bridgeway to focus on our core competency - managing money to help our clients achieve their goals.”
Sharon Lester, Director of Investment Operations, Bridgeway Capital Management
“This is very impressive given the current times, we have had counter parties dropping the ball on timelines left and right and blaming the conditions, but you guys were able to deliver on everything you promised and more.”
SVP of Operations, Investment Management Firm
“I’d like to express my appreciation for all of the STP team’s hard work over the past year. We are building a top quality fixed-income platform, and STP is a key contributor to our success. We look forward to a long and mutually beneficial relationship.”
CEO, Institutional Asset Manager