STP Investment Services vs Canopy
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STP Invesment 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.
Read moreCanopy
Category
Consolidated Reporting
New York based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes, markets and currencies, Canopy allows family offices to submit their data, with the platform doing the rest.
Read moreCompany
Employees
100-500
Revenue
-
Founded
2008
Incorporated
-
Locations
West Chester, PA, USA & Bangalore, India
Top 5 Markets
United States of America
Total AUM
-
Avg. AUM per client
-
Ownership
Key staff also have ownership, External investors (neither clients nor staff)
- 50-100
- $2.5 million +
- 2014
- External investors (neither clients nor staff)
- Clients are also owners
- Key staff also have ownership
- Owned by management
- Singapore
- United States of America
- Singapore
- Switzerland
- United States of America
- Singapore
- Hong Kong
- Switzerland
- United Arab Emirates
- United Kingdom
- $174 billion+
- $30 million+ (per HNWI)
Client
Focus
Multi-family offices
Secondary focus
Individual wealth owners, Single family offices, Multi-family offices, Investment & Financial Advisors (RIAs/IFAs), Fund managers, Banks
-
- Single-family offices
- Individual wealth owners
- Multi-family offices
- Financial advisors
- Banks
- Fund managers
- +2,400 UBOs (of which +20 billionaires) and approx. +350 wealth managers (i.e. SFOs, MFOs, RIAs, EAMs, WMs, PBs, trustees & etc.)
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
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
- Consolidated reporting
- Accounting
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- Backoffice
- Asset/account consolidation
- Investment/portfolio data aggregation
- Multi-bank, multi-asset class, multi-currency reporting
- Data Visualization
- Data Analytics / Insights
- BPO
- Fully customized reporting on bankable and non-bankable assets, Real Estate, Art and more
- Insight messages via email / whatsapp to stimulate client action
- General ledger
- Data sovereignty where each
client gets their own database for 24/7 write/access
- Bankable assets
- Private equity
- Real estate
- Rare collectibles
- MiFID II
- GDPR
- FinSA/FinIA
- Yes
Technology
Type Of Software
SAAS, Serviced software
Ecosystem
-
Integrations
Salesforce, Microsoft Dynamics, Canoe
Mobile App
Yes
-
- Serviced software
- SaaS
- Fully standalone
- Anonymity of personally identifiable information
- International security standards
- Data and database encryption
- Ethical hackers
- Firewall systems
- 2fa authentication
- Four-eyes updates and improvements
- Restricted access
- Staff training
- ISO 27001 certified
-
- Plugs into any system via APIs
- Xero
- Sage
- Quickbooks
- PowerBI
- Converts non-standardized data into the desired data format i.e. ViewPoint, Abacus, NavOne account software etc.
- Yes