Consulting Services

STP can assist with legacy platform conversion and consulting


STP’s staff are well versed in wealth and asset manager operations and can provide consulting assistance regarding the setup of new wealth portfolios, funds, private equity, or SPVs. Drawing on years of experience we can help design optimal solutions, from design and setup to onboarding and migration. In addition to recommending optimal conversion strategies, we can also assist with questions regarding data consistency, repair and best practice procedures.

As our senior staff have worked with a wide variety of legacy systems, we are especially familiar with migrations from those older technologies to newer platforms like PMplus®. For some legacy platforms we have pre-built conversion schemas that we can deploy to provide you with efficient data transfer, while new connectors can be quickly constructed using our proven import/upload features.

Contact us here for more information on how we can help you.