Our Software

Our Cloud-Based Platform

Streamline & automate with STP's cloud-based software

Software and Apps


Streamline the operational and client reporting process with powerful packaging, commentary and scheduling capabilities

Report Builder

Build/automate custom, branded reports to improve speed of communication and distribution


Customizable dashboards giving you the information and data you need, when you need it

Investor & Advisor Portal

Powerful dashboards giving advisors & investors cloud-based access to relationship and account level information


Support audit, compliance and regulatory tasks while increasing control and oversight of investment operations.

Compliance Engine

Powerful rules engine sources, centralizes, & compares disparate data via extensive system and API integration

Connect With Our SaaS Portal

Contact us today to schedule an introductory call to learn how STP’s SaaS Portal cuts costs, improve accuracy, and accelerates the bottom line.

Streamline, automate, and increase efficiency.

Connect With Us

Join Our Newsletter