STP Investment Services
We provide a true partnership with Family Offices and Wealth Management Firms needing to communicate a clear, well organized and professional story to each of their clients.
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About STP Investment Services
Our platform 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.
More Details
| Attribute | Details |
|---|---|
| Categories | Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider |
| Features | Ability to Whitelabel, Custom Development Service, Custom Reports, Digital Excellence, Full Multi-Currency Support, Proven Agility, Transparency, Visionary Purpose |
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