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.
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
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
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 ReferencesSupport & 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