Establishing your own practice can be lucrative and extremely rewarding. If you’re serious about tak...

Investment operations services and innovative software for the front, middle, and back office.
Custom and turnkey asset management programs to grow assets and support clients.
Best-in-class full service solution to springboard your startup to the next level.
Comprehensive suite of fund administration, compliance, account and investor reporting services
End-to-end investment operations and trading services.
Complete suite of services that deliver best-in-class fund administration.
Get oversight that keeps you compliant and ready for changing regulatory requirements.
Streamline processes, increase efficiency, and mitigate risk with post-trade settlement services.
Automate reconciliation tasks and strengthen oversight with reconciliation dashboards.
SLA-driven coverage of all security types, multi-currency, and trade/settle date accounting.
Fresh, original STP content written by members of our team, covering a broad range of topics.
Our take on industry articles and topics written by our colleagues across the financial services space.
Explore real-world success stories that highlight how we've helped clients overcome challenges, drive growth, and achieve their goals.
Stay ahead of regulatory changes, operational challenges, and industry shifts. Download our strategic insights to equip your firm with expert guidance on compliance, operations, and growth strategies.
The latest updates and insights from STP Investment Services
Establishing your own practice can be lucrative and extremely rewarding. If you’re serious about tak...
In a sweeping regulatory shift, the Securities and Exchange Commission (SEC) withdrew 14 proposed ru...
Good news for Form PF filers, the Securities and Exchange Commission (SEC), in coordination with the...
On August 28, 2024, the Financial Crimes Enforcement Network (FinCEN), part of the U.S. Department o...
What Triggers the Need to Transition from ERA to RIA Status? An Exempt Reporting Adviser must transi...
Schedule a free consultation.