Who We Serve

STP serves firms of all sizes across the financial services industry

Our Client Partners

Institutional Managers

Investment operations services and innovative software for the front, middle, and back office.

Wealth Managers

Custom and turnkey asset management programs to grow assets and support clients.

Emerging Managers

Best-in-class full-service solution to springboard your startup to the next level.

Plan Sponsors

Holistic view of all plan assets in one dynamic, cloud-based solution.

Fund Managers

Comprehensive suite of fund administration, accounting, and investor reporting services.

Family Offices

Transparent, consolidated data with the tools to impress even the most sophisticated family.

Business-Building Operations Solutions

Contact us today to schedule an introductory call to learn how STP’s technology cuts costs, improves accuracy, and accelerates the bottom line.

Streamline, automate, and increase efficiency.

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