STP Investment Services vs Performativ
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 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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Performativ
Category
Portfolio Management
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.
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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
- <$50 million
- 2019
- Owned by management
- External investors
- Denmark
- Copenhagen
- Denmark
- Sweden
- Norway
- Belgium
- Netherlands
- 15 billion
–
Client
Focus
Multi-family offices
Secondary focus
Individual wealth owners, Single family offices, Multi-family offices, Investment & Financial Advisors (RIAs/IFAs), Fund managers, Banks
-
Multi-family offices
- Individual wealth owners
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Fund managers
- Banks
–
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
- Advisors
- Consolidated Reporting
- Data Aggregation
- Portfolio Management
- Risk Management
- Technology provider
- Non-bankable assets
- Reporting, data entry
- Offering backend data (i.e., reconciliation corporate action fixing)
- Full suite of performance metrics
- Consolidated performance reporting
- Firmwide analytics
- Near real-time valuation
- API gateway to 3rd party services
- Intelligent benchmarking
- Data aggregation
- Ability to Whitelabel
- Mobile App
- Banking Providers
- Full Multi-Currency Support
- Bankable or Financial Assets & Funds
- Lifestyle Assets & Rare Collectibles
- Real Estate
- Private Equity & Direct Investments
- Alternative investments
GDPR
Yes
Technology
Type Of Software
SAAS, Serviced software
Ecosystem
-
Integrations
Salesforce, Microsoft Dynamics, Canoe
Mobile App
Yes
-
- SAAS
- Fully standalone
- Serviced software
–
–
Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.
- Yes
In the media
