What We Do

Business Process Solutions

STP & CRM Form Strategic Investment Operations Outsourcing Partnership Learn More

Co-Sourcing cuts costs and refocuses teams on value-added tasks

Advent Service & Support

Advent Service & Support

We’re experts in Advent Axys/APX data and reconciliation. Scale faster with our expertise and programs that identify and automate time-consuming manual transaction updates. Our team brings deep Advent experience and expertise to every client engagement, including:

  • Review and analyze data from multiple sources
  • Full reconciliation service
  • New account set-up
  • Security Master – define new securities, price all securities
  • Research and process corporate actions
  • Calculate and validate performance returns and history
  • Run/distribute Quality Assurance reports

STP-Accusource Advent Services

Targeted Support For Operations Functions

Targeted Support For Operations Functions

With STP’s Co-Sourcing and Staff Augmentation model, our team is ready to support you at every turn. Looking to refocus internal teams on higher value projects or expanding your business? Our team stands ready to fill the gap.

From overnight monitoring to a full list of front, middle, and back office services, STP is a seamless extension of your team.  Get our investment operations expertise without adding additional overhead. Flexible, low-cost, 24-hour coverage.

Considering Advent or other legacy system alternatives?

STP’s SaaS platform should be at the top of your list.

Global Co-Sourcing Model

Build, Operate, & Transfer Model

Build, Operate, & Transfer Model

Save and scale with our Build, Operate, and Transfer (BOT) model.

STP brings on high-performing talent from your team to quickly come up to speed in our environment, allowing your firm to focus on core competencies and scale faster.

Our BOT model offers a quick ramp-up in talent without the logistical obstacles that often arise from an acquisition or the challenges of building a team from scratch.

An experienced team makes a faster impact.

How To Deploy Our Business Process Solutions

Outsourcing Model

Outsource investment operations functions to STP.

Staffing Model

Access our investment operations expertise.

Business Process Solutions

Contact us today to schedule an introductory call to learn how STP’s business process capabilities reduce costs, while improving efficiency.

And give your teams more time to work with clients.

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