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.

Lets Talk

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.

Learn More   〉

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.

 

Learn More   〉

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.

 

Learn More   〉

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

$0B

Assets Serviced

0M

Annual Transactions

0K

Accounts

0%

SLA Rate

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
Learn More   〉

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
Learn More   〉

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.
Learn More   〉

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.

Learn About STP

Institute & News

Shared Insights

STP Shortlisted for Best Back/Middle Office Tech Provider

November 2024

STP is thrilled to announce that we have been shortlisted for the 2025 Fund Intelligence Operations & Services Awards for Best Back/Middle-Office Tech Provider for our BluePrint product, positioning us among the nation’s top innovators.

Year-over-year, the With Intelligence Fund Operations and Services Awards recognize and reward fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth in 2024. The rigorous judging process, based on the views of a panel of leading industry experts, ensures that the awards recognize those driving up service standards across the sector and stand out from the crowd.

Read More   〉
Perspectives

STP Strengthens Leadership Team

November 2024

STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance

WEST CHESTER, PA, November 19, 2024 — STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, announces the addition of several senior leaders across operations, fund administration, compliance, and investment performance. These new hires bring extensive expertise to the STP team and will support the company’s growth and commitment to delivering innovative, efficient solutions to the investment management industry.

Read More   〉
Shared Insights

The Biggest Compliance Traps Happening At Your Firm

November 2024

As a compliance officer responsible for administering your firm’s compliance program, you are keenly aware of your firm’s compliance risks, but are you aware of the biggest compliance traps happening at your firm? The SEC requires advisers to implement compliance programs designed to mitigate these risks. As news of SEC enforcements continue to be reported, you’re likely evaluating whether your firm’s compliance program could withstand similar regulatory scrutiny. If you find yourself thinking, “that’s not us,” it may be time to dig deeper. Your firm may have compliance vulnerabilities that aren’t obvious, yet could pose significant regulatory risks.

Read More   〉
Perspectives

Five Key Benefits of Outsourcing Shadow Accounting

November 2024

Shadow accounting is a practice utilized by investment managers to maintain a parallel set of fund financial records to check the accuracy of their primary portfolio and fund’s official Net Asset Value (NAV) calculation. Below we will delve into the top five reasons your firm should consider an outsourced shadow NAV solution today.

Read More   〉
Perspectives

Integrating The Digital Subscription Process in Private Funds

November 2024

In the fast-paced evolving landscape of private funds, the need for a digital subscription process has become required. As investment managers and their service providers strive to enhance operational efficiency, reduce costs, and improve the investor experience, STP Investment Services is helping to meet these needs, offering an innovative solution to streamline the subscription process on our new cloud-native platform.

Read More   〉
Perspectives

The Evolution of Portfolio Accounting: Emphasis on Reporting and Customization

October 2024

In the dynamic landscape of financial management, portfolio accounting has witnessed transformative changes driven by technological advancements and evolving investor demands. Two prominent trends reshaping this field are the emphasis on  reporting and the push for customization and personalization. These trends reflect a broader shift towards enhanced transparency, agility, and tailored investment solutions. As we navigate through 2024, understanding how these trends are influencing portfolio accounting is crucial for investors and financial professionals seeking to optimize their strategies and meet client expectations.

Read More   〉

“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

“(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

“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

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.

Connect With Us

Join Our Newsletter