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.


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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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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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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STP Named FTF's Best Outsourcing Provider!

STP Named FTF's Best Outsourcing Provider!


STP has been named Best Outsourcing Provider by Financial Technologies Forum (FTF) for the second year in a row. 

To us, this award is more than recognition for our valuable, cost-effective, and dependable outsourcing services. It’s a testament to the loyal relationships we’ve built with our clients, whose votes validated our commitment to being dedicated and reliable outsourcing partners. 


Learn More About the FTF Award

Who We Serve

STP offers the financial services industry a rare combination of business savvy, front, middle, and back office expertise, and software know-how.



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.





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 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.







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.




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.




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 front, middle, and back office functions and focus on what’s really important: managing portfolios and family relationships.


The Big Picture


Assets Serviced


Annual Transactions




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

Trading & Compliance

Central Trading Desk Pre-trade Compliance Commission Tracking Broker-Routing
TCA Reporting 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 Front, 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 220 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 $253B 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 Featured on Nasdaq TradeTalks: The Impact of AI Innovation on Data Governance

July 2024

Jim Lewis, Head of Technology at STP Investment Services and other panelist join Jill Malandrino on Nasdaq TradeTalks to discuss the impact of AI innovation on data governance and how to implement best practices across the enterprise.


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Shared Insights

STP mentioned in WatersTechnology: Zeros and ones: Industry contemplates T+0 as the next step

June 2024

All hands on deck—that was likely the directive for operational teams across US capital markets on May 28, 2024, the day when settlement cycles in North America moved from T+2 to T+1.

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First and Second Generation Middle-Office Outsourcing

June 2024

I write and speak often about the strategic value of middle-office outsourcing. I’ve been in this business for more than 25 years, and here’s what I’ve noticed. At a high-level, it’s a crucial component that allows investment managers to execute their business strategies more effectively. Whether firms are entering new asset classes, launching products faster, or expanding geographically, an outsourced middle-office facilitates faster and more efficient execution compared to an insourced platform.

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Upholding Excellence: A Commitment to Quality at STP

June 2024

What does this have to do with STP?

At STP, our commitment to quality (integrity) isn’t just a slogan; it’s ingrained in every aspect of our operations. Similar to the United States Air Force’s meticulous approach to aircraft maintenance, where even the smallest oversight can lead to significant consequences, we understand that every detail matters.

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The 5th Circuit Court of Appeals overturned the entire Private Funds rule as promulgated by the SEC

June 2024

In a decision released on Wednesday, June 6th, the New Orleans-based 5th U.S. Circuit Court of Appeals ruled in favor of six private equity and hedge fund groups, finding the SEC exceeded its authority when it adopted the Private Funds Rule in August 2023.

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Shared Insights

STP Mentioned In Reuters: Failed Wall Street trades rate roughly stable under faster settlement

June 2024

Our AVP, Kaisha Lourens, Schnoll, has been featured in a recent Reuters article discussing the stability of Wall Street trades under the new settlement cycle.

Kaisha’s insights on the T+1 settlement transition highlight her expertise and dedication to the industry.

Read the full article:

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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

“(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.

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