Institute
Strategic Insights
About
About STP
History
Team
STP Careers
STP Culture
Benefits
Diversity, Equity, Inclusion & Belonging (DEIB)
Hiring Process
Portal Login
Connect With Us
Who We Serve
Institutional Managers
Investment operations services and innovative software for the front, middle, and back office.
Wealth Managers
Custom compliance programs and wealth management reporting.
Emerging Managers
Full-service compliance and fund admin solution to springboard your startup.
Private Fund Advisors
Comprehensive suite of fund administration, compliance, account and investor reporting services.
What We Do
Investment Operations Outsourcing
End-to-end investment operations and trading services.
Fund Services
Complete suite of services that deliver best-in-class fund administration.
Compliance Services
Get oversight that keeps you compliant and ready for changing regulatory requirements.
Trade Settlements
Streamline processes, increase efficiency, and mitigate risk with post-trade settlement services.
Reconciliation Services
Automate reconciliation tasks and strengthen oversight with reconciliation dashboards.
Portfolio Accounting
SLA-driven coverage of all security types, multi-currency, and trade/settle date accounting.
BluePrint
Why STP
STP Institute
Perspectives
Fresh, original STP content written by members of our team, covering a broad range of topics.
STP In The News
Our take on industry articles and topics written by our colleagues across the financial services space.
Case Studies
Explore real-world success stories that highlight how we’ve helped clients overcome challenges, drive growth, and achieve their goals.
Strategic Insights
Explore our Strategic Insights to equip your firm with expert guidance on compliance, operations, and growth strategies.
Who We Serve
Institutional Managers
Wealth Managers
Emerging Managers
Private Fund Advisors
What We Do
Investment Operations Outsourcing
Fund Services
Compliance Services
Trade Settlements
Reconciliation Services
Portfolio Accounting
BluePrint
Why STP
STP Institute
Perspectives
STP In The News
Case Studies
Strategic Insights
About
About STP
History
Team
STP Careers
STP Culture
Benefits
Diversity, Equity, Inclusion & Belonging (DEIB)
Hiring Process
Portal Login
Connect With Us
All Tags
Compliance
Fund Administration
All Types
Checklist
Guide
On-Demand Webinar
Compliance
Checklist
RIA Launch Checklist
Compliance
Guide
Establishing Your Own RIA: Your Registration & Compliance Questions Answered
Compliance
On-Demand Webinar
Ready to Launch Your Own RIA? Avoid These Common Mistakes That Could Derail You
Fund Administration
Guide
5 Keys to Choosing a Fund Administrator
Compliance
On-Demand Webinar
7 simple steps to confirm your preparedness for T+1
Fund Administration
Guide
13 Egregious Mistakes Fund Administrators Make
Fund Administration
Guide
In-House vs. Outsourcing: Where Does Operational Excellence Exist?
Fund Administration
Guide
Why Now is the Right Time to Consider Investment Operations Outsourcing
Compliance
Checklist
T+1 Transition Checklist
Fund Administration
Guide
Growing Your Wealth Management Firm Without Growing Your Tech Budget
Compliance
Checklist
ComplianceAdvisor: Year-End Compliance Checklist
Compliance
Guide
The Biggest Compliance Traps That You Don’t Even Know Are Happening at Your Firm
Compliance
Guide
ERA to SEC Registered Advisor: Simplify Your Transition
Compliance
On-Demand Webinar
Form ADV Demystified: A Practical Webinar for Investment Advisors
Compliance
Guide
Ensure Compliance & Accuracy: Your Guide to Form ADV Consistency
Fund Administration
Guide
Beyond the Selection: A Toolkit for Ensuring Success with Your Fund Administrator
Sign up for our newsletter to get the latest industry insights.
Our site uses cookies to provide you with a great experience. By using our website you accept our use of cookies.
Got it.
