STP’s investment operations outsourcing capabilities transform your middle office operations from a resource-intensive cost center into an efficient engine driving growth for your firm. Our state-of-the-art BluePrint platform integrates seamlessly with your existing software to streamline processes and put accurate data at your team’s fingertips at all times. We adapt our outsourcing model to fit your business needs, from providing your in-house team access to our industry-leading technology to filling your staffing gaps with our experienced personnel.

Wealth management firms and independent advisors serving ultra-high-net-worth clients, especially family offices with complex data structures, need more than what traditional wealth management software offers.​

Drawing on our decades of family office experience, STP’s technology platform, Wealthsite, was built for family offices looking to leverage powerful outsourced investment operations services while still retaining control over aspects of their back, middle and front office.