STP Invesment 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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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

Would you like to receive responses from similar companies?

Yes

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 Invesment 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
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

Integrations

Salesforce, Microsoft Dynamics, Canoe

Mobile App

Yes

Type of data

Transaction level

Accuracy

Reconcile data from custodians and enrich data from 3rd party sources

Custodians

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.

Accounting
Consolidated Reporting
Data Aggregation
Portfolio & Cost Analysis
Portfolio Management
Technology provider

Country

United States of America

Resources

Company Representative

Thomas Nicholson

United States of America

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

West Chester, PA, USA & Bangalore, India

Top 5 Markets

United States of America

Ownership

Key staff also have ownership, External investors (neither clients nor staff)

Focus

Multi-family offices

Secondary focus

Individual wealth owners, Single family offices, Multi-family offices, Investment & Financial Advisors (RIAs/IFAs), Fund managers, Banks

Can provide based on client's request.

Request References

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

In the media

Simple solutions for complex times.

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For more information on our privacy practices, please visit our Privacy Policy web page: https://andsimple.co/privacy-policy/

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