STP Investment Services vs Aleta

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

STP Investment Services

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.

Aleta

Consolidated Reporting

Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.

Employees

100-500

Revenue

Founded

2008

Incorporated

Locations

Bangalore, India
Pennsylvania, USA
West Chester, USA

Top 5 Markets

United States of America

Total AUM

Avg. AUM per client

Ownership

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

11-50

2006

US and Denmark

New York
Copenhagen
Aarhus

United States of America
Denmark
United Kingdom
Switzerland
Canada

$100 billion+

Owned by management
Clients are also owners

Client

Focus

Multi-family offices

Secondary focus

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

Single family offices

Wealth managers
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)

Product

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

Compliance

Whitelabel

Consolidated Reporting
Portfolio Management
Risk Management
Impact & ESG
Data Aggregation
Governance
Compliance
Financial Statements

A sleek and intuitive platform
Business-Intelligence module with dynamic visualisations
Performance reporting
X-ray of public funds
Sustainability insights
Alternative investments overview
Comparable Private-Equity overview
Risk and exposure reporting
Fee controlling and reporting
Bank integrations

Bankable or Financial Assets & Funds
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate
Digital Assets & Crypto Currency

MiFID II
GDPR

Yes

Technology

Type Of Software

SAAS,
Serviced software

Ecosystem

Integrations

Salesforce,
Microsoft Dynamics,
Canoe

Mobile App

SAAS
Serviced software

Microsoft

Office 365 security integration
Integration to ERP systems
Microsoft Power BI
Excel
API

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STP Investment Services vs Aleta

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