STP’s Dan Houlihan contributed an article to the 2024 PSA Mid-Year Outlook, which serves as a resource for financial advisors, family offices, asset managers, financial analysts, and wealth managers.
Read Dan’s thoughts about the evolution of outsourcing and what is driving trends in the middle office.
The Securities and Exchange Commission’s recently released 2026 examination priorities highlight the agency’s concerns around alternative investments for retail investors.
WEST CHESTER, PA — April 6, 2026 — STP Investment Services today announced that it has been shortlisted in the 2026 FTF News Technology Innovation Awards, presented by Financial Technologies Forum and FTF News. STP was recognized in the following categories:
“Being shortlisted is a strong validation of the work our team delivers every day — helping investment organizations move critical operations forward with confidence,” said Rachel Pham, SVP, Head of Go-To-Market.
Voting opens Monday, April 6 and runs through May 1, 2026. During this period, FTF News readers and industry participants will cast votes to determine this year’s winners.
Winners are scheduled to be announced on June 5, 2026, with an awards ceremony planned for June in New York City (date to be announced).
Vote for STP:
About STP Investment Services
STP Investment Services is an award-winning technology-enabled services company that provides middle back-office, and compliance solutions to investment managers, hedge and private equity funds, family offices, wealth managers, and asset owners. STP’s end-to-end investment operations, Blueprint technology, and expertise provide a partnership to clients that enables them to grow revenue while optimizing processes and improving productivity while protecting their business. STP provides a broad range of services for the financial services industry with capabilities to process all asset classes and meet ever-evolving business and regulatory requirements. With more than 250 employees around the world, STP services and provides solutions to clients representing more than $500 billion in assets serviced. Visit STP Investment Services at https://stpis.com/.
STP is thrilled to announce that we have been named a finalist for the 2024 US FinTech Awards in the FinTech of the Year category for our BluePrint product, positioning us among the nation’s top innovators.
The US FinTech Awards celebrate the best in financial services and technology, recognizing companies that demonstrate exceptional innovation and enhance operational efficiency. Selection is made by a panel of independent experts who evaluate the transformative impact of these organizations.
STP’s Lori Weston, Director of Product and Strategy was mentioned in WealthManagement.com’s AI Usage Top Priority for SEC Examiners in 2025.
Examiners at the Securities and Exchange Commission are investigating advisors’ integration of artificial intelligence into their operations, including portfolio management, trading, marketing, and compliance.
