STP Investment Services vs Landytech
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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.
Read moreCompany
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)
- 101 -150
–
- 2018
- Owned by management
- External investors
- United Kingdom
- London
- Paris
- United Kingdom
- France
- Switzerland
- Channel Islands (Jersey, Guernsey)
- Germany
- $100 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
- Multi-family offices
- Fund managers
- 70+
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
- Bookkeeping
- Cash Flow Management
- Data Consolidation
- Private Asset Reporting
- Look-through Ownership Structures
- Document Management
- Portfolio Analysis
- Ability to whitelabel
- Custom reports
- Full multi-Currency support
- Bankable or financial assets & funds
- Foreign exchange
- Lifestyle assets & rare collectibles
- Private equity & direct investments
- Real Estate
–
- Yes
Technology
Type Of Software
- SAAS,
- Serviced software
Ecosystem
-
Integrations
- Salesforce,
- Microsoft Dynamics,
- Canoe
Mobile App
- Yes
-
- SAAS
- Serviced software
–
–
- Reporting systems
- Ledger systems
- Administrative systems
- ERP
- Portfolio management systems
- No