Improve client experience with investor dashboards
STP Investor Dashboard
STP’s powerful Investor Dashboard provides clients with cloud-based access to account level information.
Our dashboard includes the following features:
- White-label views to ensure consistent brand exposure
- Current market value
- Inception-to-date performance
- Monthly change in net performance
- Asset allocation charts and breakout
- Graphs with summary view of income and performance (both net and gross)
- MTD, QTD, Year-To-Date, Three Year & Inception-To-Date Return Information
Document Retrieval
STP’s Investor Dashboard contains a document repository that securely exposes all client statement and reports.
The document repository features include:
- Automated approval workflows to release client statements
- Configure document categories for easy access
- Single and bulk download options
- Unlimited data retention for audit risk reduction
- Mobile-friendly interface to support IOS and Android viewing
