STP Investment Services vs Centtrip

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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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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

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)


  • 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

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

-


  • 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
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)

Simple solutions for complex times.