Seamless portfolio consolidation, real-time reporting, and expert guidance all in one secure platform.
A Dedicated Relationship Manager for Personalized Support
At STP, we believe in personal relationships. Each client is assigned a senior relationship manager, ensuring a single, reliable point of contact for all inquiries and service needs.
Key Features of Our Platform
Portfolio Consolidation & Reporting
Integrate all your assets into a single, real-time dashboard for complete financial oversight.
Advanced Technology & Secure Data Management
Leverage cutting-edge technology to protect sensitive data while ensuring smooth and efficient operations.
Personalized Client Relationship Management
Enjoy dedicated support from a senior relationship manager, providing tailored guidance and seamless service.
Regulated Expert Services & Risk Management
Outsource key functions to a trusted, regulated entity, ensuring compliance, security, and cost efficiency.
Expert Services Backed by Regulation & Innovation
Outsource critical functionalities to a fully regulated entity in a reputable jurisdiction. STP leverages cutting-edge technology to enhance security, minimize risk, and ensure cost efficiency.
Compliance with top regulatory standards.
Advanced risk management tools.
Secure and efficient wealth management solutions.
Gain Full Visibility & Control Over Your Portfolio
Customizable Reports
View consolidated holdings from multiple data feeds in one streamlined report.
24/7 Online Access
Monitor your portfolio anytime, anywhere, through our secure client portal.
Multi-User Accessibility
Grant access to multiple users across different devices.
Role-Based Permissions
Define different access levels for family members, advisors, and managers.
Take the Next Step in Optimizing Your Family Office
