Increase assets, client experience, and efficiency on one complete platform
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
What We Do For Wealth Managers
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
Ways to Work With Us
Outsource single components.
STP offers investment firms cloud-based,
industry-leading FinTech software.
Access apps, products, and features.
Investment operations expertise.
Fill staffing gaps with STP’s team.
No additional overhead.