STP Investment Services vs Elysys
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
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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Elysys
Category
Consolidated Reporting
Elysys is a secure, scalable and integrated enterprise software for wealth management professionals working under several regulatory and compliance frameworks. Elysys is a technology specialist in the wealth management and structured finance space. Elysys is the company that pioneered the use of Microsoft’s next-generation ERP applications in the financial services sector, with a vision to bring the most innovative, comprehensive and cost-effective value proposition to the global family office industry.
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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
–
- 1999
- Owned by management
- External investors (neither clients nor staff)
- Monaco
- New York
- London
- Montreal
- Hong Kong
- Dubai
- New York
- Monaco
- Switzerland
- United Kingdom
- Canada
- Dubai
- $200 billion
- $2 billion
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
- Fund managers
- Banks
- Trust companies
- 50 single and multi-family offices
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
- CRM
- Governance
- Compliance
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- Dynamic integrated workflow management
- Alternative asset management and tracking
- Document management and AI assisted search
- Performance reporting
- Portfolio aggregation
- Investment accounting
- Front, mid and back office workflow
- Holistic treasury management
- Loans accounting
- Risk and compliance
- Performance calculation/attribution
- Regulatory reporting, reporting database
- Microsoft Azure security framework
- CRM
- Document management
- General ledger / General Accounting
- Budget
- Aggregation of financial and non-financial assets
- Partnership and trust accounting
- Account payables and receivables
- Consolidated reporting
- Portfolio management
- Client portal
- Electronic banking
- Direct secure connections to banks and brokers
- Corporate management
- All assets are supported
- GDPR
- MiFID II
- SOC2
- GAAP (UK, US, LUX, CH)
- ASPE
- No
Technology
Type Of Software
- SAAS,
- Serviced software
Ecosystem
-
Integrations
- Salesforce,
- Microsoft Dynamics,
- Canoe
Mobile App
- Yes
-
- SaaS
- Fully Standalone
- Native Azure AD integration
- Includes Multi-factor authentication, SSL encryption
- Azure AD security policy strengthening and enforcement
- Security Audits
- Microsoft
- Dynamics 365 Business Central platform
- Office 365, Power BI and Power Apps
- Secure channels with banks and brokers
- Bloomberg, Refinitiv, SIX, Xignite, EDI, etc..
- European Central Bank
- Bank of Canada
- FED
- Tradingview.com
- Bills.com
- Payment platforms
- Yes