STP Investment Services vs Canopy

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.
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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.

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canopy, family office software, portfolio management software, consolidated reporting software

Canopy

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.

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Company
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

Simple solutions for complex times.