What Triggers the Need to Transition from ERA to RIA Status? An Exempt Reporting Adviser must transi...
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Who We Serve
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Institutional Managers
Investment operations services and innovative software for the front, middle, and back office.
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Wealth Managers
Custom and turnkey asset management programs to grow assets and support clients.
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Emerging Managers
Best-in-class full service solution to springboard your startup to the next level.
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Plan Sponsors
Holistic view of all plan assets in one dynamic, cloud-based solution.
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Fund Managers
Comprehensive suite of fund administration, accounting, and investor reporting services.
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Family Offices
Transparent, consolidated data with the tools to impress even the most sophisticated families.
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Institutional Managers
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What We Do
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Investment Operations Outsourcing
End-to-end investment operations and trading services.
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Fund Services
Complete suite of services that deliver best-in-class fund administration.
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Trade Settlements
Streamline processes, increase efficiency, and mitigate risk with post-trade settlement services.
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Reconciliation Services
Automate reconciliation tasks and strengthen oversight with reconciliation dashboards.
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Performance Measurement
Calculate daily performance, GIPS composites, & attribution in one cloud-based solution.
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Client Reporting
Client-ready reporting and user-empowered solutions.
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Portfolio Accounting
SLA-driven coverage of all security types, multi-currency, and trade/settle date accounting.
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Compliance
Get oversight that keeps you compliant and ready for changing regulatory requirements.
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Investment Operations Outsourcing
- BluePrint
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Why STP
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We’re An Award-Winning Company
Recognition for the results we deliver, our company culture, and our rapid growth.
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Diverse Engagement Options
Engage and partner with STP in numerous ways that best fit your business.
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Global Service Model
Global team provides 24x5 coverage to keep front, middle and back office functions moving smoothly.
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Complete Front to Back Services
Outsource the front, middle, and back office to grow and cut costs.
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We’re Your Office Down the Hall
Our people, expertise, and culture working side-by-side with your teams.
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Software Proficiency
Custom in-house software development, Quality Assurance testing, automation.
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We’re An Award-Winning Company
- Institute & News