Who We Serve

Plan Sponsors

STP & CRM Form Strategic Investment Operations Outsourcing Partnership Learn More

Improve views of plan assets, fiduciary oversight, & reporting transparency

Outsource To Improve Fiduciary Standing

Outsource To Improve Fiduciary Standing

Plan sponsors improve operating efficiency by accessing STP’s best-in-class software and apps, and our proven subject matter expertise.

  • Full ABOR/IBOR
  • Multi-currency accounting and reporting
  • Custom general ledger
  • Data aggregation from managers, funds, and custodians
  • Cloud-based portal
Why Choose STP

Why Choose STP

Plan sponsors partner with STP to access and optimize numerous benefits, including:

  • Reduce staff and technology costs

  • Access to STP’s software, apps, and our experts

  • Ability to scale without restrictions

  • STP’s continuous investment in software

  • Data management / data warehouse

  • Flexible co-sourcing solutions

Ways to Work With Us

Outsourcing Model

Outsource everything.
Bundle functions.
Outsource single components.

Software & Apps

STP offers investment firms cloud-based,
industry-leading FinTech software.
Access apps, products, and features.

Staffing Model

Investment operations expertise.
Fill staffing gaps with STP’s team.
No additional overhead.

Connect With Plan Sponsor Solutions

Contact us today to learn more about how STP’s plan sponsor solutions cut costs by bringing consistency to operations tasks.

Streamline, automate, and improve efficiency.

Connect With Us

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