Who We Serve

Wealth Managers

STP & CRM Form Strategic Investment Operations Outsourcing Partnership Learn More

Increase assets, client experience, and efficiency on one complete platform

Outsource Front, Middle, & Back Office Functions

Outsource Front, Middle, & Back Office Functions

STP serves wealth managers and RIAs by improving operations by outsourcing front, middle, and back-office tasks.

  • Daily reconciliation to custodians, sponsors, or brokers
  • Account aggregation
  • Multi-currency and multi-asset class capabilities
  • Cloud-based platform
  • Custom and standard reporting
  • Trading capabilities
  • Integration with 1,000+ custodians and other financial institutions
Why Choose STP

Why Choose STP

Wealth managers partner with STP to access and optimize numerous benefits, including:

  • Get started quickly

  • Reduce staff and software costs

  • Access to our experts

  • Scale without limitation

  • STP’s continuous investment in software and apps

  • Focus on core competencies

  • Secure data via STP’s cloud-based platform

  • Increased transparency

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.

Wealth Manager Solutions

STP’s industry-leading FinTech software and operations expertise keeps you focused on growing the business, not managing day-to-day operations.

Take back time. Grow the business.

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