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STP Featured in Family Wealth Report
Featured as a “Deal of the Day,” Family Wealth Report included news of STP’s acquisition of WealthSite in its daily roundup. Russell shares how he believes the blend of WealthSite’s foundational elements with STP’s BluePrint platform creates a compelling solution for family offices not found elsewhere.
STP Featured in InvestmentNews
InvestmentNews featured STP’s acquisition of WealthSite in its FinTech Bytes column roundup. Within, the article explains that WealthSite’s capabilities combined with STP’s expertise fill a gap in the market, allowing wealth managers a solution they need to better service ultra-high-net-worth clientele.
STP Featured in Private Banker International
Private Banker International recently featured news of STP’s acquisition of WealthSite. The article features how the acquisition allows STP to better support single and multi-family offices, wealth advisory firms and money managers that cater to ultra-high-net-worth customers.
Patrick Murray Weighs in for Advisor Perspectives
The goal of any technology is to drive the best client outcomes. But doing so requires more than purchasing tech out of a box. In this article, Patrick Murray explores the real pain point technology solutions should focus on to empower better client outcomes.
STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite
(STP) announced it has acquired WealthSite, a firm that provides a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money managers serving ultra-high-net-worth (UNHW) clients.
STP In Waters Technology
STP’s CEO Patrick Murray is featured in Waters Technology discussing the challenges of data management
STP Investment Services Appoints Industry Veteran Dan Houlihan as President
Following 15 years at Northern Trust, Houlihan will guide STP into its next growth phase
BluePrint Platform Features Deep Pool Financial Solution’s NTAS and PENTAS tech
STP’s BluePrint platform now features Deep Pool Financial Solution’s NTAS and PENTAS tech.
The Technology Challenge Facing Family Offices
STP CEO Patrick Murray outlines the technology challenges facing Family Offices in this article in Advisor Perspectives
STP Featured In WealthManagement.com Mid-Year Outlook
Our CEO, Patrick Murray, built a three-step framework for re-evaluating your organization’s approach to relationship building, business development and client service, featured in WealthManagement.com Mid-Year Outlook.
Saneesh Surendran Featured Article In Advisor Perspectives
Our Head of Systems Saneesh Surendran shares 5 steps to ensure your systems are operating on the best and cleanest data set possible in this article for Advisor Perspectives
STP is named to the Philadelphia Business Journal’s ‘Best Places to Work’
STP is named to the Philadelphia Business Journal’s ‘Best Places to Work’ list for the second year in a row