STP Investment Services vs Bill

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.

BILL

Accounting

Bill.com (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome andtime-intensive approach to an automated and secure bill payment process.

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)

500+

$157 million (2020)

2006

Public company (NYSE: BILL)

United States of America

San Jose, California & Houston, Texas (USA)

United States of America

Client

Focus

Multi-family offices

Secondary focus

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

Multi-family offices
Single-family offices
Independent financial advisors
Registered investment advisors

Individual wealth owners
Banks

More than 110k small and mid-sized segments
More than 2.5 million network members

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

Accounting
Data aggregation
Consolidated reporting

Efficient AP/AR end-to-end workflows
Multiple payment options (e.g., check, ACH, wires, virtual card)
Advanced, customizable approval workflows
Automatic sync with key accounting systems
Intelligent virtual assistant eliminates data entry
Unlimited online document storage
Easy audit-ready trails
Online and mobile access
Robust reporting options
In-product live chat
Simple onboarding and fast setup

–

Technology

Type Of Software

SAAS,
Serviced software

Ecosystem

Integrations

Salesforce,
Microsoft Dynamics,
Canoe

Mobile App

SaaS

2-factor authentication & single-sign-on (SSO)
SOC 1 and SOC 2 attested
Encrypted using Transport Layer Security (TLS)
Protection against check fraud using automated Positive Pay service
Partners with a PCI certified vendor for credit card payments
More information here

–

General ledger (automated sync): QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft GP/BC
CRM: Salesforce, Proposify
Spend/expense management: Divvy, Expensify, Tallie, ReceiptBank
Document storage: Hubdoc
Mailing: Earth Class Mail
Project management: WorkflowMax
Tax 1099

iOS
Android

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STP Investment Services vs Bill

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.