STP Investment Services vs LedgeX

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.

Ledgex

Portfolio Management

USA based, Ledgex Pro is comprehensive portfolio management and accounting suite designed specifically for family offices to help them with data quality & control, portfolio accounting, general ledger, performance & analytics reporting, modelling, and beneficial owner tracking.

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

–

2010

Privately owned

United States of America

Waltham, Massachusetts

–

$500 million – $1 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

Complex asset owners

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

Data aggregation and management for all transactions and market values
Review and approval of transaction and market value entries
Tax lot processing and reporting
General ledger processing
Financial reporting
Beneficial owner management and reporting
Portfolio modeling
Cash flow modeling
Exposure monitoring and reporting
Performance and analytics reporting
Entity management

Data aggregation and management
Data confidence index reporting
Side by Side ABOR vs IBOR Reporting
Beneficial ownership
Liquidity forecasting
Entity management
What-if/Portfolio modeling
Exposure reporting
Lookthru reporting

Public funds (partnerships, offshore funds, unitized funds, mutual funds/ETFs, etc)
Private investments (private equity, venture capital, REITs, etc)
Any commitment-based funds
Marketable Securities
Trusts
Cash and liquid assets
Personal assets (real estate, vehicles, artwork, etc)

–

Yes

Technology

Type Of Software

SAAS,
Serviced software

Ecosystem

Integrations

Salesforce,
Microsoft Dynamics,
Canoe

Mobile App

SaaS

–

Azure PaaS and IaaS

Data feeds
OCR integration
CRM integration
3rd party general ledger systems
Document storage solutions
AP/Bill pay
Data warehouse

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STP Investment Services vs LedgeX

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.