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?

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

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

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Established but looking
Established but looking

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

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Retain Flexibility and Control

STP BluePrint for Wealth Managers

STP offers an alternative: A thoughtfully engineered outsourced model for your data recon, investment outsourcing, fund services, performance reporting and measurement, and compliance oversight needs—while still offering you complete transparency and control of your business operations .

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WHAT STP OFFERS YOUR FIRM  

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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

WHAT STP OFFERS YOUR FIRM  

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2. Tech Powered

Service sets the intention. Technology powers it.

Our BluePrint platform delivers flexibility, control, operational efficiency and data integrity, all within an elegant and completely customizable interface. Design the views and workflows you need to do more for your business with:

  • Robust reporting capabilities and flexible Report Builder technology  
  • A transparent, intuitive Client Portal
  • Compliance oversight services and a powerful rules engine
  • Source-agnostic data reconciliation 
  • Trade settlements and fund services

Access our tech-enabled services and solutions as a bundle, or choose to outsource only the components that make sense for you. Either way, we’ll focus on creating operational efficiencies, so you can focus on what matters most to your wealth management firm.

Artificial Intelligence
Artificial
Intelligence

to identify breaks and database discrepancies, faster and more accurately

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Machine Learning
Machine
Learning

to recognize data patterns, predict outcomes and simplify oversight obligations

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Robust Automation
Robust
Automation

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

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WHAT STP OFFERS YOUR FIRM  

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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.