Articles from STP Investment Services

STP Enhances Lightspeed TDMS with SmartSettle AI to Deliver Predictive Settlement Intelligence
STP Investment Services (STP), a global provider of technology-enabled investment operations, fund administration, and compliance solutions, has enhanced its Lightspeed Trade Data Management System (TDMS) through the integration of SmartSettle AI, a new module designed to extend settlement workflows beyond traditional automation and deliver predictive intelligence directly within post-trade operations.
By STP Investment Services · Via Business Wire · January 29, 2026
STP Integrates Passthrough with BluePrint to Streamline Investor Onboarding and Fund Administration
STP Investment Services (STP), a global provider of technology-enabled investment operations, fund administration, and compliance solutions, has integrated Passthrough, a leading investor onboarding and subscription automation platform, directly into BluePrint, STP’s proprietary, cloud-native platform. This enhancement strengthens STP’s ability to deliver a seamless, fully-connected experience for fund managers and investors, reducing administrative friction, improving data accuracy, and accelerating the onboarding process for LPs.
By STP Investment Services · Via Business Wire · January 13, 2026
STP Investment Services Highlights Industry Shift Toward Integrated System-and-Service Solutions
Investment managers are navigating a challenging environment defined by rising costs, shrinking margins, and accelerating expectations from clients and regulators. To remain competitive, firms are reassessing their operating models and many are consolidating their vendor relationships. An industry shift is underway toward unified solutions that blend technology and services into a single, agile operating ecosystem.
By STP Investment Services · Via Business Wire · November 12, 2025
STP Investment Services Announces STP LaunchAdvisor, a Bundled Fund Administration and Compliance Solution for Emerging Managers
STP Investment Services (STP), a global provider of technology-enabled investment operations, fund administration, and compliance solutions, today unveiled STP LaunchAdvisor, a bundled service designed to deliver comprehensive fund administration, investor services, regulatory filings, and core policies designed for exempt reporting advisers and private fund managers. The offering integrates fund administration and compliance into a single, cost-effective solution, eliminating the need for multiple service providers and providing the infrastructure and regulatory support emerging managers need to establish and scale their funds efficiently.
By STP Investment Services · Via Business Wire · March 18, 2025
STP Investment Services Expands ComplianceAdvisor to Offer Scalable Compliance Support
STP Investment Services (STP), a global provider of technology-enabled investment operations, fund administration, and compliance solutions, today announced the expansion of its ComplianceAdvisor offering with structured, scalable solutions designed to support firms at every stage of their compliance journey.
By STP Investment Services · Via Business Wire · March 4, 2025
STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance
STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, announces the addition of several senior leaders across operations, fund administration, compliance, and investment performance. These new hires bring extensive expertise to the STP team and will support the company’s growth and commitment to delivering innovative, efficient solutions to the investment management industry.
By STP Investment Services · Via Business Wire · November 19, 2024
STP Investment Services Unveils New Compliance Services Practice, STP ComplianceAdvisor, to Meet Growing Demand
STP Investment Services (STP), a leading global provider of technology-enabled end-to-end investment servicing solutions, today announced the launch of its new compliance services practice, STP ComplianceAdvisor. The new offering addresses an increasing demand from STP clients seeking compliance solutions to navigate increasingly complex regulatory challenges. This new vertical for STP follows STP’s recent launch of BluePrint, a cloud-native solution that unites data from disparate sources into a single streamlined user interface.
By STP Investment Services · Via Business Wire · October 16, 2024
STP Unveils Game-Changing BluePrint Platform, Transforming Investment Operations and Fund Administration
STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, today unveiled its cloud-native platform BluePrint. Designed to disrupt traditional investment operations, BluePrint empowers managers by unifying fragmented data into one streamlined, user-friendly interface that allows firms to customize any data set.
By STP Investment Services · Via Business Wire · October 1, 2024
STP Investment Services Appoints Emmy Bernard as Chief Revenue Officer
STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, today announced the appointment of Emmy Bernard as Chief Revenue Officer. Bernard is a member of the executive committee with a focus on enabling STP to accelerate growth and focus on client success as it helps asset managers drive operational impact through their strategic outsourcing solutions.
By STP Investment Services · Via Business Wire · January 17, 2024
STP Investment Services Appoints Industry Veteran David Whitaker to Strengthen Leadership Team
STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $400 billion in total assets, has hired David Whitaker as its Head of Strategy & Corporate Development. Whitaker will leverage his deep and long-tenured industry experience to help STP advance its organic and inorganic growth strategies.
By STP Investment Services · Via Business Wire · April 18, 2023
STP Investment Services Appoints Industry Veteran Dan Houlihan as President
STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $340 billion in total assets, has hired Dan Houlihan as its president. Houlihan will tap into his deep and long-tenured industry experience to help STP refine its award-winning services and will oversee the expansion of its offering globally.
By STP Investment Services · Via Business Wire · September 12, 2022
STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite
STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, today announced it has acquired WealthSite, a firm that provides a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money managers serving ultra-high-net-worth (UNHW) clients. The acquisition brings STP’s total assets under administration to over $400 billion and will propel forward the technology roadmap for STP’s proprietary, cloud-based BluePrint™ platform. BluePrint arms clients and end investors with the critical analytics, reporting and premier digital experiences needed to compete and grow in today’s dynamic market.
By STP Investment Services · Via Business Wire · December 15, 2022
STP Investment Services Acquires Tower Fund Services
STP Investment Services (STP), a global, end-to-end investment operations service provider that supports more than $340 billion in total assets, has acquired third-party fund administrator Tower Fund Services (Tower). The deal substantially increases STP’s alternative fund administration value proposition for its clients, while simultaneously delivering Tower clients an enhanced service experience and future-ready financial technology.
By STP Investment Services · Via Business Wire · November 30, 2021
RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider
STP Investment Services, a global financial technology company offering front, middle and back-office support, as well as investment operations outsourcing servicing more than $340 billion in total assets, has been selected by RadiantESG Global Investors to act as its all-inclusive operational services and platform solution.
By STP Investment Services · Via Business Wire · October 13, 2021
STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering
STP Investment Services (STP), a global, end-to-end investment operations service provider that services more than $330 billion in total assets, today announces the launch of its BluePrint platform designed to minimize wealth managers’ operational pain points and free them up to focus on their ever-changing and increasingly complex client demands.
By STP Investment Services · Via Business Wire · August 5, 2021
STP Investment Services Offers Relief to Those Left Hanging by OASYS
STP Investment Services, a comprehensive provider of front, middle and back-office operational services and fintech solutions, is offering investment managers who utilize the DTCC OASYS platform a migration to the STP settlements services platform with no setup and implementation fees. By doing this, firms that have not already found a replacement for a soon-to-be-decommissioned legacy technology can take advantage of STP’s award-winning service and software solutions while simultaneously achieving a cost savings and improving their tech stack.
By STP Investment Services · Via Business Wire · June 16, 2021
Articles from STP Investment Services | WAOW