Read evergreen insights on various topics from STP colleagues
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.
Four Benefits of Investment Operations Automation
STP’s Darrell Sooy outlines four key benefits of automating investment accounting and financial reporting functions for investment management firms.
Four Tips for Successfully Managing to SOC 1 Audit Standards
Meeting SOC 1 audit standards doesn’t have to be an exercise in futility. Here we offer up a few tips to be successful in managing to these stringent standards.
Four Pitfalls of Poorly Crafted Requirement Specifications
STP’s Jeff Barbone writes about four, all-too-easy requirement documentation pitfalls that often short-circuit and impair development projects.
Leveraging External Audit
STP’s Rob Martin examines the importance of viewing an audit as a way to make the case for additional business investment that cuts costs, enhances accuracy, improves operating efficiency, and adds value.