STP Investment Services vs Black Diamond Wealth Platform

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.

Black Diamond Wealth Platform

Consolidated Reporting

USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.

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+

$4.633 million

2003

Owned by a larger corporation

United States of America

Jacksonville
Florida
New York
San Francisco
California

United States of America

$1.9 trillion

$1.2 billion

Client

Focus

Multi-family offices

Secondary focus

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

Independent financial advisors

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

+1.800 firms

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
Consolidated reporting
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Trading (execution on platform)
Trading (orders only)
Data aggregation

User interface
End client experience (client portal)
Data quality/data integrity
Exceptional service model
Billing
Trading/rebalancing
Sophisticated report output
Business intelligence

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

RCI
SmartRIA

Technology

Type Of Software

SAAS,
Serviced software

Ecosystem

Integrations

Salesforce,
Microsoft Dynamics,
Canoe

Mobile App

Serviced Software
SaaS

SSO & MFA (Single Sign-on and Multi-Factor Authentication)
Encryption In-Transit and At-Rest
Vulnerability and Penetration Testing
Source Code Analysis
Data Integrity Validation
Multi-Layered Endpoint Protection
Network Security including Web Application Firewall and Intrusion
Detection Secure Document Vault
Access Control (Role Based Permissions with Principle of Least-Privilege)
Firm Configurable Security Settings
Security Awareness Program

Microsoft
Linux

More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
1. – CRM: Salentica, Redtail, Salesforce
2. – Trading & rebalancing: Redblack, Blaze, iRebal
3. – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
4. – Risk management: RCI, Hidden Levers
5. – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
6. – UMA/SMA: Adhesion, SMArtX

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STP Investment Services vs Black Diamond Wealth Platform

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.