Trying to improve reporting and the client experience?
Automate & Streamline Reporting
The more manual a process is, the bigger the potential for errors. STP’s best-in-class technology automates and streamlines reporting and eliminates manual processes.
Fast, accurate, timely production.
Enhance the client experience with visually-stunning reports that show off your brand, communicate clearly, and reinforce why clients place their trust with your firm.
Create Custom-Branded Reports To Impress Clients
With STP’s flexible, powerful reporting tools, investment firms can use standard templates for a turnkey experience, or build new reports with our easy-to-use, drag-and-drop features.
Create custom branding profiles:
- Upload logo and choose color scheme
- Apply logo and brand style to packages, reports, and dashboards
- Update OpsPortal presentation with your brand style for smooth, consistent experience
