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

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.

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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.

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Shared Insights

STP Differentiates Investment Services with ComplianceAdvisor for BuySide Firms

October 2024

STP Investment Services has introduced STP ComplianceAdvisor, a new practice aimed at providing comprehensive compliance solutions for investment firms. This expansion leverages STP’s existing expertise in technology-enabled investment servicing to address the growing demand for compliance assistance among its investment advisory clients.

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Shared Insights

SEC warns firms to get their AI house in order

October 2024

STP’s Lori Weston, Director of Product and Strategy was mentioned in FinancialPlanning’s SEC warns firms to get their AI house in order.

The SEC might have stepped back from a new proposal meant to make advisors responsible for eliminating conflicts of interest in AI-generated investing recommendations. But artificial intelligence, machine learning, and similar technologies remain top concerns for the industry watchdog, as evidenced by a report on examination priorities released Monday.

Lori says the concerns extend to third-party firms who might use AI to provide outsourced services to advisory firms. This is particularly true for vendors who provide help with investment selection and management.

“Advisors should review their overall policies regarding the supervision and oversight of all third-party providers, with a particular focus on the third-party provider’s use of AI,” Weston said. “In today’s interconnected environment, AI risks can infiltrate a firm’s operations via third-party vendors.”

Read more about this article and what Lori shares here.

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Perspectives

Key Takeaways from the SEC 2025 Examination Priorities for Investment Advisers

October 2024

Throughout the course of the calendar year, the SEC uses several forms of communication to keep investment advisers updated on the compliance issues that concern them. These forms of communication include risk alerts, official notices and bulletins, announcements of enforcement actions, and public statements and speeches.  The SEC’s most highly anticipated communication, however, is the release of its examination priorities for the coming year.  The SEC derives these examination priorities, in part, from the practices, products, and services that were found to present heightened risk to investors during previous examinations of firms under its jurisdiction. The SEC’s annual examination priorities announcement is a culmination of its most pressing concerns at the time of release. Below lists out key takeaways from the SEC 2025 examination priorities for Investment Advisers.

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Shared Insights

SEC’s 2025 Priorities Include Fiduciary Conduct, AI Use

October 2024

STP’s Lori Weston, Director of Product and Strategy was mentioned in planadviser’s SEC’s 2025 Priorities Include Fiduciary Conduct, AI Use.

The Securities and Exchange Commission will prioritize fiduciary conduct, compliance, and the use of artificial intelligence, among other things, as examination priorities in 2025, the regulator’s division of examinations announced Monday.

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“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

“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

“(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

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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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