Sage vs STP Investment Services

You are looking for alternatives to Sage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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Sage Intacct

Category
Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

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STP Investment Services

Category
Technology provider

USA based, STP Investment Services, offers a platform that 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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Company

  • 100-500


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  • 2008


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  • Bangalore, India
  • Pennsylvania, USA
  • West Chester, USA


  • United States of America


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

Client

  • Multi-family offices


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


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Product

  • Accounting
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Portfolio Management
  • Intra-Family Loans
  • After-tax performance reporting


  • Ability to White-label
  • Custom Development Service
  • Custom Reports
  • Full Multi-Currency Support


  • 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


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  • Yes

Technology

  • SAAS,
  • Serviced software


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  • Salesforce,
  • Microsoft Dynamics,
  • Canoe


  • Yes


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