STP Investment Services vs TIFIN Give
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.
Read moreTIFIN Give
Category
Philanthropy
TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process. TIFIN Give’s AI-powered platform empowers wealth enterprises to serve the giving and philanthropy needs of families through a modern, personalised, and community-based approach
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)
- 11-50
- 2021
- Bengaluru
- Boulder, CO
- Charlotte, NC
- Mumbai
- New York, NY
- United States of America
- $670 M
- Key staff also have ownership,
- External investors (neither clients nor staff),
- Owned by management
Client
Focus
- Multi-family offices
Secondary focus
- Banks,
- Fund managers,
- Individual wealth owners,
- Investment & Financial Advisors (RIAs/IFAs),
- Single-family offices
-
- Multi-family offices
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Banks,
- Foundations
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
- Foundation,
- Impact & ESG,
- Technology Provider
- Ability to Whitelabel,
- Digital Excellence,
- Proven Agility
- Art & Collectibles,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Digital Assets & Crypto Currency,
- Equities
- Yes
Technology
Type Of Software
- SAAS,
- Serviced software
Ecosystem
-
Integrations
- Salesforce,
- Microsoft Dynamics,
- Canoe
Mobile App
- Yes
-
- SAAS
- TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.
- No