STP Investment Services vs Sensiba

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.
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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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sensiba-logo

Sensiba

Category
Accounting

Sensiba provides best-in-class technology tools suited for each client’s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. They are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.

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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)


  • 100-500


-


  • 1977


Key staff also have ownership


United States of America


  • Pleasanton, CA
  • Bend, OR
  • Fresno, CA
  • Portland, OR
  • San Jose, CA
  • San Mateo, CA


United States of America


-


-

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


  • Individual wealth owners
  • Multi-family offices
  • Endowments
  • Foundations
  • Software and technology providers


  • 17 single family offices
  • 2 multi-family offices
  • 3 foundations
  • 6 software

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


  • Custom development service
  • Digital excellence
  • Visionary purpose
  • Custom reports


  • Cash & equivalents
  • Private equity
  • Direct private equity
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Residential


GDPR


Yes

Technology
Type Of Software

SAAS, Serviced software

Ecosystem

-

Integrations

Salesforce, Microsoft Dynamics, Canoe

Mobile App

Yes

-


SAAS


Other


  • Bill
  • Knowledger
  • Banking through Sage Banking Cloud
  • Credit Cards


No


-

Simple solutions for complex times.