Operational outsourcing and technology for investment managers and fund firms.
Investment managers and fund managers running lean operational teams face a persistent problem: middle and back office functions consume disproportionate resources while contributing nothing to client returns. STP Investment Services positions itself as an operational outsourcing partner that takes on those functions directly, combining its own technology with managed services across three distinct offerings: investment operations outsourcing, fund administration, and investment adviser compliance.
The firm's proprietary platform, BluePrint, sits at the center of its technology offering. BluePrint consolidates fragmented data across pricing, security master records, reconciliations, and other workflows into a configurable reporting and analytics environment. A second internal tool, STP CORE, focuses specifically on exception management in middle and back office operations, handling the daily volume of data exceptions that must be researched, resolved, and documented. Together, these tools suggest STP is building toward a model where outsourced staff and proprietary software operate as a single unit rather than separate engagements.
Key service areas include:
STP's compliance offering addresses a gap that fund administration firms often leave unfilled: ongoing regulatory support beyond annual filings. Their published content explicitly addresses AI-related compliance risks and operational due diligence readiness, indicating familiarity with current SEC scrutiny areas. Pricing is not disclosed publicly, and the firm appears primarily oriented toward US-based investment advisers and fund managers rather than family offices directly. Family offices running internal fund structures or acting as registered investment advisers are the most likely fit; purely investment-focused family offices without operational complexity may find the offering more than they require.
Strengths. Ability to White-label; Custom Development Service; Custom Reports; Full Multi-Currency Support; Alternatives; Art & Collectibles; Bankable or Financial Assets & Funds; Cash & Equivalents Commercial; Commodities; Cryptocurrency.
STP combines contextual, client-focused service with innovative technology, offering a strategic, end-to-end view across functional groups that empowers firms to launch their next business strategy.
On STP Investment Services, from a family-office user
Built for Fund Managers, Advisors / Wealth Advisors (RIA), Single Family Office (SFO), Multi Family Office (MFO).
Dedicated expert team model implied through outsourced services engagement; contact form available on site.