Who We Serve

Wealth Managers

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

Outsource Front, Middle, & Back Office Functions

Outsource Front, Middle, & Back Office Functions

STP partners with RIAs and other wealth management firms to improve operations by outsourcing front, middle, and back office tasks.

  • Daily reconciliation to custodian, sponsor, or broker
  • 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 management firms 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 Management Solutions

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

Take back time. Grow the business.

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