Ready to transform your operational outcomes?

There is a Better Choice for Wealth Management Firms

Growing financial services firms trying to meet our industry’s increasing demands will find no shortage of options to support their needs, along a continuum ranging from DIY technology platforms to fully outsourced operational models.

But firms still face the burden of staffing teams to manage their technology, or losing transparency and control by completely handing over the keys to their front, middle and back office.

Is Your Firm...

Just starting out
Just starting out

and doesn't have the time or the staff to vet, implement, and manage an entire tech stack?

In a high-growth phase
In a high-growth phase

but looking to scale quickly without compromising on the things that matter most?

Established but looking
Established but looking

for a partner to help you navigate the complexity of your growing advisor firm?


Lose the Operational Burdens
Without Losing Flexibility and Control

STP BluePrint for Wealth Managers

STP offers an alternative: A thoughtfully engineered outsourced model that prioritizes exceptional service, complete transparency, true partnership, and intentionally innovative technology.

Whatever your needs—data recon, investment outsourcing, fund services, performance reporting and measurement, compliance oversight and more—we have the solutions to minimize operational complexities and empower you to focus on delivering a world-class investor experience.

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1. Service First

We’re dedicated to helping you be more successful—which is why service reliability is the foundation of everything we do. In an industry reshaped by tech providers prioritizing innovation at the expense of function, we make sure your operational needs and the data that powers your decision making always come first.

What does that look like in practice?

  • Making it easy for you to decide which outsourced services to deploy
  • Offering a range of options to help you meet your goals—on time and on budget
  • Looking for ways to improve your operations, even if it means going beyond our current business model
  • Maintaining a globally diverse team with a wide range of backgrounds and expertise
  • Superseding our commitment to innovation with a deeper commitment to ensuring your experience is consistent and uninterrupted

2. Tech Powered

Service sets the intention. Technology powers it.

STP's tech solution, BluePrint, was deliberately designed to deliver the highest levels of data integrity and operational efficiency for our clients. We use their needs to guide new developments, and prioritize cutting-edge integrations that allow us to provide the fastest, most reliable operational outsourcing at the most cost-effective price.

It’s our behind-the-scenes advancements that make the biggest difference, including: artificial intelligence, machine learning, and robust automation.

Because we focus on efficiency, you can focus on what matters most to your business.


Artificial Intelligence

to identify breaks and database discrepancies, faster and more accurately

Machine Learning

to recognize data patterns, predict outcomes and simplify oversight obligations

Robust Automation

engines that streamline tedious manual processes, like launching new investment products


3. Customizable to the Core

You won’t find us trying to fit your firm into a one-size-fits-all model. Your business is unique; your outsourced experience should be, too.

Our customizable model is built on a platform designed for flexibility and control. You can configure and implement only the tech-enabled services and solutions you need, and nothing you don’t.

But we believe customization means more than minor personalization capabilities. If we don’t offer what you need off the shelf, we’ll build it—either by further tailoring our offering to your needs, or by developing something fully custom to your firm.

When you partner with STP, you’re the architect of your outsourced service experience.

Transform Your Operational Outcomes

Learn more about a partnership with STP.