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.

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.

Canopy

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.

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)

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

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

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
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

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

Technology

Type Of Software

SAAS,
Serviced software

Ecosystem

Integrations

Salesforce,
Microsoft Dynamics,
Canoe

Mobile App

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.

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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.