Turn technology, service and expertise into your wealth management firm’s competitive advantage.
Improve Middle and Back Office Efficiencies
Growing financial services firms facing increasing industry demands are faced with two options: Vetting, implementing and maintaining new tech platforms, or relinquishing transparency and control to fully outsourced operational models.
STP offers a compelling alternative, empowering wealth managers with the front-, middle- and-back office outsourced solutions that save time and lower costs, while providing unprecedented transparency into their data and the work our team is doing on their behalf via BluePrint, our best-in-class tech platform.
Key BluePrint Features for Wealth Managers
Data Management
To support the unique structure and entities of your clients, STP will take in, aggregate, enrich and report on even your most complex data requirements.
Data Warehouse
Our scalable, expandable cloud-based data warehouse consolidates disparate, multi-sourced data into a single gateway with flexible and secure retrieval capabilities.
Balance Sheets & Asset Details
Get a consolidated view of your client’s complete financial landscape, including data on their cash accounts, investable market assets, alternatives, real estate, and more.
Alternative Asset Details
Our unique AI-driven process procures, ingests, and extracts alternative investment data and generates intricate reports that include IRR calculations, historical data, and forecasting insights
Customized Reporting & Automation
Generate personalized reporting packages to meet the unique needs of the clients you serve, then schedule and distribute them quickly and seamlessly.
Performance Overview
See aggregated performance views across all asset types and methodologies, including time-and money-weighted returns and individual holdings reports broken out by alternative assets, liquid and semi-liquid assets, and more.
