A dedicated extension of your team — designed to reduce operational burden, streamline workflows, and help you scale without adding headcount.
Managed Services for Investment Operations
STP’s Managed Services offering delivers a purpose-built operational engine for investment firms. By taking ownership of post-trade processing, reconciliation, data oversight, and exception resolution, our team helps clients eliminate manual work, reduce risk, and operate with confidence.
Unlike traditional outsourcing models, STP combines experienced U.S.-based professionals with real-time visibility through our technology platform. Clients maintain full transparency and control while offloading execution and oversight responsibilities to a trusted operational partner.
What We Deliver
Trade Settlements
Streamline post-trade workflows, reduce risk, and ensure timely settlement with tightly managed exception processing.
Reconciliations
Automate reconciliation tasks and strengthen oversight with exception dashboards and real-time transparency.
Data Management
Centralize and maintain operational data across accounts, corporate actions, and performance processes to improve accuracy and reporting.
Resource Optimization
STP’s team monitors workflows, identifies breaks, and resolves issues before they become downstream problems, reducing the strain on internal staff.
Platform Integration & Flexibility
We plug into your existing ecosystem and operate using the technology you already rely on — including platforms such as:
- SS&C Advent Axys
- SS&C Advent APX
- Ridgeline Apps
- Plus additional platforms as requested
STP’s team adapts to your operating model rather than forcing rigid workflows, ensuring a seamless fit with your current processes and infrastructure.
Benefits of STP Managed Services
Improve Operational Efficiency
Eliminate manual tasks and reduce time spent on reconciliation, reporting, and exception follow-up
Scale Without Hiring
Support business growth without the cost, complexity, or risk of expanding internal teams
Reduce Risk
Gain disciplined oversight with consistent processes, exception management, and documented accountability
Optimize Internal Resources
Free internal teams to focus on high-impact work while STP manages daily execution and issue resolution
Maintain Real-Time Oversight
View status, breaks, and operational health in real time through STP’s dashboards and reporting tools
Why Now is the Right Time to Consider Investment Operations Outsourcing
For firms whose revenue streams are directly tied to market activity, examining budget, employee experience, internal hierarchies, and compensation plans may not be enough.
DOWNLOAD GUIDE
