STP Investment Services
Our platform provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.
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What sets STP Investments Services apart?
"We excel in solving the complex problems that others cannot."
Thomas Nicholson
Product
Get an overview of what STP Investment Services does.
Main Tasks
- Accounting
- Consolidated Reporting
- Data Aggregation
- Portfolio & Cost Analysis
- Portfolio Management
- Intra-Family Loans
- After-tax performance reporting
Top features
- Ability to White-label
- Custom Development Service
- Custom Reports
- Full Multi-Currency Support
Assets supported
- Alternatives
- Art & Collectibles
- Bankable or Financial Assets & Funds
- Cash & Equivalents Commercial
- Commodities
- Cryptocurrency
- Developed Markets
- Developing Markets
- Digital Assets & Crypto Currency
- Direct Private Equity
- Equities
- Fixed Income
- Foreign Exchange
- Gold & Precious Metals
- Hedge Funds
- Infrastructure
- Insurance
- Lifestyle Assets & Rare Collectibles
- Music Royalty
- Private Debt
- Private Equity
- Private Equity & Direct Investments
- Private Equity Funds
- Real Estate
- REITS
- Residential
- Venture Capital
- Warehousing & Industrial
Whitelabel
- Yes
Type Of Software
- SAAS,
- Serviced software
Mobile App
- Yes
Type of data
- Transaction level
Accuracy
- Reconcile data from custodians and enrich data from 3rd party sources
Custodians
- 32
Time to new custodian
- 4 weeks
Multi-currency
- Based on transaction data,
- Users can separate holding level gain/loss from currency gain/loss
Cost structure
Our pricing model is based on common drivers of complexities for family offices.
Our core platform fee is driven by 3 components:
– size & Complexity of the Family
– the # of Custodial Accounts
– the # of Alternative Investments.
Our core platform is accompanied by a range of modular add-ons, each of which varies in pricing structure.
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 100-500
Founded
- 2008
Locations
- Bangalore, India
- Pennsylvania, USA
- West Chester, USA
Top 5 Markets
- United States of America
Ownership
- Key staff have ownership,
- External investors (neither clients nor staff)
Focus
- Multi-family offices
Secondary focus
- Banks,
- Fund managers,
- Individual wealth owners,
- Investment & Financial Advisors (RIAs/IFAs),
- Single-family offices
Can provide based on client's request.
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Support & Services
Learn what support and services you can expect
Added Services
Data entry,
Tax advice
Support options
Dedicated contact,
In person on site support
Pricing of support
Free support
Onboarding
3 months
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