Tech Powered.
Service First.

From powering your day-to-day workflows to offering valuable industry insights, STP is a global, end-to-end investment operations services and technology partner.

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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.

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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.

 

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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.

 

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Who We Serve

Streamline your outsourcing needs with STP. Our blend of business acumen and middle and back office expertise ensures seamless and efficient solutions.
INSTITUTIONAL MANAGERS

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

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

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

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

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

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
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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
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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.
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A Team of Excellence Worldwide

STP is a global, investment operations and fintech firm, with offices in the United States and India. Only a truly collaborative organization with a strong core-values-driven culture like STP can offer clients around the world anytime access to industry-leading expertise and software.

The STP team, consisting of 240 colleagues across the US and India, brings a like-minded dedication to customer success and the client experience. Our team offers highly talented expertise across the complete range of investment operations capabilities, and credentials like CFA, CPA and CIPM, among others, that distinguish STP from its competition. As STP continues to grow, servicing more than $350B in assets worldwide, so does our commitment to raising the bar in servicing and managing client partnerships.

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Institute & News

Perspectives

Cybersecurity Awareness: Challenges and Future of Data Governance

October 2024

STP’s Jim Lewis, Head of Technology, was featured as a guest spotlight in Nasdaq’s TradeTalks Newsletter answering questions about challenges for companies around data governance and where he thinks data governance will evolve in the next decade.

Read his informative thoughts below.

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Perspectives

Why Trust is the Cornerstone of Our Partnerships

October 2024

Trust serves as the foundation of every successful partnership and decision. When you choose our services, you’re not just selecting a provider based on pricing or offerings; you’re investing in a relationship built on trust.

In our everyday lives, we trust educators with our children’s futures, medical professionals with our health, and loved ones with our well-being. This essential element of trust is what keeps our world functioning smoothly.

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Shared Insights

STP Featured in Private Funds CFO

October 2024

STP’s Dan Houlihan, CEO, and Dan Ceneviva, Head of Product and Technology, shared insights with Private Funds CFO reporter Jennifer Banzaca on the debut of BluePrint.

Dan Ceneviva highlighted how firms and fund managers often deal with multiple fund structures – open-end, and closed-end strategies, and many use disparate systems and tools within the same fund.  Going on to say that those types of systems add operational complexities since they often don’t communicate with each other.

Dan Houlihan highlighted STP’s plans to provide other analytics and insight features in further platform updates.

Read more on Dan Houlihan and Dan Ceneviva’s comments and why STP launched BluePrint here.

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Perspectives

Q3 CEO Outlook: Navigating the Home Stretch of 2024

October 2024

In the quiet months of summer, we surveyed our client base to understand their priorities and challenges for the second half of 2024. Regular check-ins like this help us stay focused on the needs of our clients. The feedback was clear: growing assets and increasing operational efficiency are top of mind. But as we move into the home stretch of 2024, it’s also clear that addressing industry-wide challenges, such as cybersecurity threats and regulatory complexity, will be critical to maintaining growth. 

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Perspectives

STP Unveils Game-Changing BluePrint Platform, Transforming Investment Operations and Fund Administration

October 2024

WEST CHESTER, PA, October 1, 2024 — STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, today unveiled its cloud-native platform BluePrint. Designed to disrupt traditional investment operations, BluePrint empowers managers by unifying fragmented data into one streamlined, user-friendly interface that allows firms to customize any data set. 

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Shared Insights

STP Mentioned in Bloomberg: Britain Is Targeting 2027 for T+1 Switch

September 2024

STP is proud to be mentioned in Bloomberg on Britain Is Targeting 2027 for T+1 Switch, with Or Without EU.

The group spearheading the UK’s shift to a faster trading regime is preparing for the possibility that the country makes the switch in advance of the European Union, a move that could create a litany of headaches for financial professionals across the region.

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“(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

“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

“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

“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

Connect With Us!

Contact us today to schedule an introductory call to learn how STP can give you back control over your front, middle, and back office.

And with greater efficiency.

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