STP Investment Services vs Assure Wealth
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
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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Assure Wealth
Category
Data Aggregation
Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.
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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
- $2.5 million
- 2014
- Key staff also have ownership
- Clients are also owners
- Denmark
- Nivå
- Denmark
- Norway
- Sweden
- Switzerland
- United Kingdom
- $20 billion
- $160 million
Client
Focus
- Multi-family offices
Secondary focus
- Banks,
- Fund managers,
- Individual wealth owners,
- Investment & Financial Advisors (RIAs/IFAs),
- Single-family offices
-
- Individual wealth owners
- Single-family offices
- Multi-family offices
- 50 UHNWI
- 3 SFO
- 10 foundations
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
- Yes
- Accounting
- Consolidated reporting
- Data aggregation
- Risk management
- Impact/ESG reporting
- Overview
- Flexible wealth reports
- Independence
- Full risk picture
- Follow-up on performance
- Integration to accounting systems
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- GDPR
- Yes
Technology
Type Of Software
- SAAS,
- Serviced software
Ecosystem
-
Integrations
- Salesforce,
- Microsoft Dynamics,
- Canoe
Mobile App
- Yes
-
- Serviced software
- Two-factor login
- Secure emails
- VITEC
- Accounting systems
- DW-solutions
- Yes