Streamline & automate with STP's cloud-based software
Software and Apps
Reporting
Streamline the operational and client reporting process with powerful packaging, commentary and scheduling capabilities
Report Builder
Build/automate custom, branded reports to improve speed of communication and distribution
Dashboards
Customizable dashboards giving you the information and data you need, when you need it
Investor & Advisor Portal
Powerful dashboards giving advisors & investors cloud-based access to relationship and account level information
ControlOps
Support audit, compliance and regulatory tasks while increasing control and oversight of investment operations.
Compliance Engine
Powerful rules engine sources, centralizes, & compares disparate data via extensive system and API integration