STP Investment Services @STPIS
#Fintech and global investment operations firm that provides front, middle, and back-office solutions to funds, family offices, and wealth managers. stpis.com West Chester, PA Joined September 2010-
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.@STPIS Head of Technology Jim Lewis joined @JillMalandrino to discuss the difficulties companies face when balancing the innovation of their AI products and global regulations. Watch the full video: spr.ly/6011iDS6L
The landscape of private fund investing underwent a significant shift in August 2023. These new regulations aim to strengthen the industry with enhanced transparency, investor protections, and governance standards. hubs.li/Q02wN-VX0
In a recent news story by Financial Technologies Forum (FTF), our expert Kaisha Lourens Schnoll, shed light on the trend of low broker participation in the CTM auto-affirmation process. Read the story: hubs.li/Q02wwG_k0
☁️ Cloud based technology enables faster deployments and advanced analytics, opening new doors for data-driven operations. Are you ready to leverage that power to outsource your operations? Listen to STP CEO Dan Houlihan on Capital Allocators.#cloudtechnology #outsourcing
The future is the power of your data and cutting-edge analytics to boost stock picking accuracy through targeted insights. STP is poised to empower clients with behavioral analysis for informed decisions. Learn more from Dan Houlihan on Capital Allocators. hubs.li/Q02nBgBT0
Outsourcing has evolved beyond simple cost reduction. It now offers strategic value through data analysis and deeper insights for investment decisions. Hear more from @ Dan Houlihan on Capital Allocators #outsourcing #operations #Finserv
At STP, we take immense pride in the trust our clients place in us, and we are dedicated to providing top-notch service. Ready to experience excellent service that fits your specific needs? hubs.li/Q02kmF480 #ServiceExcellence #STPDifference
In a time of transition to T+1, outsourcing Trade Settlement could be a game changer, allowing you to concentrate on core activities, leverage proven technology and expertise, save costs, and gain a competitive edge in the evolving landscape. #Tplus1 #TradeSettlements 🔄🚀
Our very own SME, Kaisha Schnoll, is featured in Traders Magazine! Hear what she had to say on the move to T+1 and outsourcing trade settlement to unlock new opportunities. hubs.li/Q02hwhnG0 #STPInsights #TradeSettlement #Outsourcing #InnovationInTheIndustry
STP offers a compelling alternative, empowering wealth managers with front-, middle-, and back-office outsourced solutions that save time and lower costs.💸 Connect with us to learn more about how STP's tech-powered and service-first approach can help! stpis.com/who-we-serve/w…
🚀 Get Ready to Navigate the T+1 Trade Settlement Cycle Change with STP! 📈 Changes are a-coming on May 28. Are you prepared? We cover this and more in our latest blog. 🔗 Read Now and Stay Informed! bit.ly/493pWSq #Finance #TradeSettlement #STPInstitute
Almost every operational #outsourced provider will help your firm increase efficiency. But the real difference comes down to service. 💯 Download our checklist for 10 things to look for in an outsourced services partner: bit.ly/47Xxl4R #outsourcing #partnerwithus
Make STP your investment operations solution provider, and gain an #awardwinning partner. Our industry recognizes & awards companies for having outstanding workplaces, fast growth, and success. We’ve won awards in ALL 3 categories. Find out which ones: stpis.com/solutions/stp-…
Announcing our new Chief Revenue Officer, Emmy Bernard! With 20+ years of sales & marketing leadership experience in the financial services industry, she will oversee sales, relationship management, marketing, and revenue operations. Read the story here: bit.ly/48XgkIJ
🌟 Wishing everyone a Happy New Year from STP! May 2024 be filled with success, growth, and prosperity. Cheers to another year of achieving great milestones together!
Outsourced fund administration is becoming a popular strategy for fund managers, whether you're new to the industry or have long-established yourself as a leader. Check out STP's 5️⃣ key factors for successfully outsourcing your fund administration! stpis.com/stp_institute/…
In today's digital age of communication, it can be hard to keep up with tech giants without spending giant amounts.💰 Want to learn more about how to grow your #wealthmanagement firm without growing your tech budget? Download our FREE eBook: stpis.com/who-we-serve/w…
Why do fund managers use STP? Check out our top 3 reasons below. ⬇️ 1️⃣ Reduce staff and software cost 2️⃣ Scale without limitations 3️⃣ Optimize operations Need more reasons to consider STP? Click here! stpis.com/who-we-serve/f… #fundmanagers #partnerwithus #workwithus
❄️ Happy Holidays from STP! We're honored to support @FeedingAmerica on their mission to provide hunger relief across our country. 🥘 paperlesspost.com/go/w8okR84HWLj…
Our #culture is defined by how we respect our people, providing them space with a sense of belonging & pride to express their identity & skills. We recently held a welcome event for all new hires from India for 2023, fostering interaction with our global & local leadership teams.

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