STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite

West Chester, Pennsylvania–(business wire)–STP investment service (STP)a technology-enabled global end-to-end investment management services provider, announced today that it has acquired. wealth siteprovides fully integrated and highly customized accounting, portfolio management, reporting and analytics platforms to single and multi-family offices, traditional wealth advisory firms and ultra high net worth (UNHW) clients. A company that provides money managers. The acquisition brings STP’s total assets under management to over $400 billion and advances STP’s unique cloud-based technology roadmap. Blueprint™ platform. BluePrint provides customers and end-investors with the critical analytics, reporting and best digital experiences they need to compete and grow in today’s dynamic marketplace.

Adopting a service-first mindset, STP continuously innovates its best-in-class technology platform to meet the evolving needs of its clients. Addition of WealthSite’s Accounting and Performance Engine, Robust Reporting and Portfolio Management Enhances STP’s Ability to Solve Challenges for Single Family and Multifamily Offices, Traditional Wealth Management Firms and Ultra High Net Worth Clients will be

“Our team does what it takes to build and fine-tune the nuances specific to these advisors and clients, such as balance sheet reporting and complex ownership accounting, in addition to alternative and esoteric assets. I have spent years. Russell Burns, Co-founder and CEO of WealthSite“We believe that combining our foundational elements with STP’s ground-breaking BluePrint™ platform will create a compelling solution that is not found anywhere else on the market for family offices and ultra-high net worth investors.” .”

“WealthSite’s customizable, cloud-based solution was built to meet the most sophisticated accounting and reporting needs, including private asset classes and multi-tiered ownership structures.” CEO and Founder of STP, Patrick Murray. “By adding our experienced professionals and best-of-breed reporting solutions to our existing capabilities, we will not only be able to accelerate our BluePrint technology roadmap, but also provide high-touch operational outsourcing services that enable families to work together.” It allows us to reinforce our commitment to: navigating and delivering the complex needs of the clients our offices and property advisory firms serve.”

WealthSite’s reporting technology enables clients to solve both current challenges and future requirements, offering customization to meet each company’s unique needs. Giving clients what they need to visualize a clearer and more accurate snapshot of their total assets, freeing them to focus on more insightful client interactions while expanding their advisory work You can lay the foundation for

“Beyond technical alignment, perhaps the most important factor in bringing two companies together is cultural fit,” he said. Managing Partner of WealthSite, Bernie Holtgreave. “It was clear early on that we had the same vision and spirit in that regard. By combining BluePrint’s industry-leading capabilities with our technology, we can provide everything family offices, wealth advisory firms, and their clients demand. ”

For more information on BluePrint,click here.

About STP Investment Service

STP investment service An award-winning, technology-enabled services company that provides front, middle and back office solutions to investment managers, funds, family offices, wealth managers and plan sponsors, focusing on services, software, expertise and investments We provide the trust you need. their core business goals. STP offers a wide range of services and SaaS products for the financial services industry with the ability to handle all asset classes and meet evolving business requirements. STP has been repeatedly recognized for its strong corporate culture by the Philadelphia Business Journal and Ink Magazine, and he has been named Outsourcing Provider of the Year by the Financial Technologies Forum (FTF) for the second time in a row. With more than 270 employees worldwide, STP serves and delivers solutions to clients representing over $400 billion in service assets.visit STP investment service and follow us LinkedIn When twitter.

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