Service.
Transparency.
Partnership.

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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STP Named FTF's Best Outsourcing Provider!

STP Named FTF's Best Outsourcing Provider!

 

STP Investment Services is thrilled to announce that we won Financial Technologies Forum (FTF)’s highly competitive and prestigious “Best Outsourcing Provider” award!

It’s recognition of the investments we’ve made in our people and our award-winning platform by our client partners, business colleagues, and industry connections that means everything to us.

 

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.

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

 

The Big Picture

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Assets Serviced

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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

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
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
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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

Video

The STP Difference: Conversions & Implementations

November 2020

Jessica Cruz, VP of Project Management, talks about how STP’s team uses a proven, successful, and collaborative process to overcome an operational hurdle for our client partners: managing conversions and implementations.

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News & Events

STP’s CEO Patrick Murray Interviewed by Executive Leaders Radio

November 2020

Patrick Murray, STP’s CEO, was recently interviewed by Herbert Cohen of Executive Leaders Radio.

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Perspectives

A Strong Reconciliation Model Needs These Pieces

November 2020

STP’s Disha Parikh discusses the key components of an airtight reconciliation process, and why investment firms often struggle with managing this critical operational function.

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News & Events

STP’s Backpack & Clothing Drive

October 2020

The pandemic can’t stop our community service efforts to help the less fortunate. Even in the middle of the pandemic, our team more than doubled last year’s backpack and clothing donation!

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Video

The STP Difference: Client Experience

October 2020

At STP, our people-driven knowledge and expertise and fintech platform combine to create a customized, high-touch client experience.

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Video

The STP Difference: Our Core Values

October 2020

At the heart of the success of STP Investment Services is our culture and core values. By living our values each day and having the best people, STP has become a world class organization that has always delivered for its growing client base.

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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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