STP Investment Services vs Centtrip

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STP Investment 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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Centtrip Logo

Centtrip

Category
Accounting

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments. Centtrip provides a flexible and secure, single solution, assisting family offices in managing and controlling their expenditure whether that be domestic or international.

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Company
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)


  • 11–50


-


  • 2015


  • External investors (neither clients nor staff)


  • United Kingdom


  • London
  • Miami
  • Amsterdam


  • United Kingdom
  • Switzerland
  • United States of America
  • Benelux
  • Scandinavia


-


-

Client
Focus

  • Multi-family offices

Secondary focus

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

-


  • Single-family offices


  • Multi-family offices
  • Individual wealth owners
  • Yacht management business
  • Private aviation business
  • International touring artists and musicians


-

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

  • Yes


  • Accounting
  • Consolidated reporting
  • Governance
  • Trading (execution on platform)
  • Multi-currency cards, payments and foreign exchange


  • Deposit funds in 15 major currencies
  • Hold up to £350.000 balance per card in up to 15 currencies
  • Spend up to £150.000 in a single transaction
  • ATM withdrawals up to £4.000 per day
  • Buy and sell in 140 different currencies
  • Capture receipts and manage all expenses in one place
  • Instant visibility and control over multiple accounts
  • Set personal limits and spend notifications
  • Integrate with major accounting packages
  • Real-time 24/7 reporting across all transactions


-


  • MiFID II
  • GDPR
  • Centtrip is an FCA-regulated electronic money institution


  • Yes

Technology
Type Of Software

  • SAAS,
  • Serviced software

Ecosystem

-

Integrations

  • Salesforce,
  • Microsoft Dynamics,
  • Canoe

Mobile App

  • Yes

-


  • SaaS


  • AWS cloud environments with all the necessary network configuration, encryption and monitoring to ensure high levels of security
  • Multi-factor authentication


  • Proprietary platform which integrates with other third-party systems using API technology.


  • Xero and Sage accountancy package integrationAny software through our public API


  • Yes (iOS, Android)