Rooted In Technology, Powered By Innovation
STP's SaaS Platform
From our start – more than ten years ago – to today, technology has been the centerpiece of our competitive advantage with investment firms.
As a fintech company, we know our clients place a primary value on cutting costs to fuel growth. SaaS Portal is a next generation platform that offers game-changing cost effectiveness, faster scale, and accelerated growth. Our technology:
- Automates reporting
- Streamlines middle and back office functions
- Improves transparency and accountability
Compliance Software
STP’s compliance engine earns high marks from compliance teams and from advisory groups. It aligns advisors with the client’s best interests and provides compliance officers with clear oversight.
With our IPS tools, compliance teams can:
- View interactive charts and graphs displaying current compliance status, violation breakdowns, asset allocations, and rules violations
- Receive automatic notified when your allocations fall outside the thresholds
- Track action plans taken to resolve violations
- Create and manage custom business objects
ControlOps Oversight
How do you track middle and back office tasks? And how much oversight do you really have across investment management operations?
SLA-based productivity and control tools provide clear accountability in meeting deliverables.
STP’s ControlOps is an auditor-approved, SLA-based enterprise task management and audit control application that reduces operational and financial risk.
Report Builder Automation
As firms grow and expand their products and client base, so does the need for customizable reporting.
STP’s Report Builder gives you the power to create reports on the fly. With Report Builder you’ll be able to:
- Choose from an inventory of accounting templates
- Configure and customize reports using broad assortment of tools
- Publish branded, styled reports
- Add freshly minted reports to other SAAS Portal reporting applications
CORE Operations Control
A system is only as good as the security and controls that back it up.
CORE, STP’s enterprise control framework, gives you tighter control over investment operations processes. It also allows you to create reports unique to you, or quickly share with colleagues, a team, or the entire firm.
