STP Investment Services vs SoftLedger
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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SoftLedger
Category
Accounting
SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation, foreign currency revaluation, accounts receivable, accounts payable, crypto asset management, and more.
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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)
11-50
–
2016
- Owned by management
- External investors
United States of America
–
- United States of America
- United Kingdom
- Hong Kong
- Australia
- Singapore
-
-
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
- Exchange platforms
- Software and technology providers
-
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
- Data
- Institutional Investor
- Data Aggregation
- Portfolio Management
- API
- OEM software and licensing
- Ability to Whitelabel
- Full Multi-Currency Support
- Custom Reports
- Custom Development Service
- Banking Providers
- Transparency
- Proven Agility
Alternatives
-
Yes
Technology
Type Of Software
- SAAS,
- Serviced software
Ecosystem
-
Integrations
- Salesforce,
- Microsoft Dynamics,
- Canoe
Mobile App
- Yes
-
SAAS
-
-
- Auth0
- Plaid
- Vezgo
- Postmark
- Expensify
No