Read evergreen insights on various topics from STP colleagues
Family Offices Are Evolving, But These Fundamentals Stand the Test of Time
Considering remodeling your family office? Close attention to the basics will ensure success today, and into the future.
Technology, Service and Expertise: The Winning Formula for Wealth Management Firms
From industry conferences built around fintech to Michael Kitces’ ever-expanding (and barely readable) technology map, wealth management firms hear the same message from every angle: You need more technology to win.
What Advisors Should Look for in an Outsourced Solution Provider
Last week, Patrick Murray had the opportunity to be a guest on the podcast “Gaining Perspective,” hosted by the Bob Huebscher, founder and CEO of Advisor Perspectives. Each week Bob and his team bring us thoughtful and insightful conversations with leaders in the investment advisor profession and investment management industry.
Deepening Support for Alternative Fund Administration
As the market for alternative investing grows, STP wanted to solidify its position to bring services and technology to fund managers who need them. In an effort to expand our capabilities and deepen our offering in the alternative fund administration space, we acquired third-party fund administrator Tower Fund Service
How to Start A Hedge Fund: The Ultimate Guide to Fund Administration
We built this guide to help investment managers understand where to begin and what to keep in mind as they begin the process of creating their own private equity or hedge fund.
Supporting the Rise of ESG Investing
ESG investing continues to surge in popularity. Find out how STP is actively working to support ESG focused firms, and implementing socially conscious initiatives of their own.
9 Lessons for Growth-Minded Leaders
STP’s CEO Patrick Murray shares the most valuable lessons he’s learned from his time spent building and leading a rapidly growing operational outsourcing business.
A Comprehensive Guide to Outsourcing Operations for Your Wealth Management Practice
A Comprehensive Guide to Outsourcing Operations for Your Wealth Management Practice
Why We Believe Outsourcing is a Compelling Alternative for Growing Wealth Management Firms
STP is offering a new solution for firms faced with the burden of staffing teams to manage their DIY tech, or losing transparency and control by completely handing over the keys to their front, middle and back-office.
End of an Era – Adios OASYS
STP’s Kaisha Lourens, AVP of Trade Settlements & T3, writes about the looming decommissioning of OASYS by DTCC to support a complete transition to CTM.
Six Key Roles of a Tester In An Agile World
STP’s Neetu Verma, Head of QA, writes about the importance of testing in Agile development, a key component of STP’s global software development team.
A Strong Reconciliation Model Needs These Pieces
STP’s Disha Parikh discusses the key components of an airtight reconciliation process, and why investment firms often struggle with managing this critical operational function.