As firms face shrinking margins and pressure to modernize, integrated technology and managed services are becoming the model of choice

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.

Historically, managers relied on a patchwork of providers to support front-, middle-, and back-office functions, creating complexity, integration challenges, and oversight burdens. Now, firms are looking beyond simple outsourcing to achieve true agility and future-readiness. Research from KPMG shows that companies increasingly expect managed service providers to be strategic partners rather than task handlers, while Boston Consulting Group reports that asset and wealth managers are accelerating platform modernization to manage cost and scalability.

“We’re hearing it from nearly every client: managed services are no longer just about cost savings, they’re about agility and being future-ready,” said Emmy Bernard, President of STP Investment Services. “The platform you picked five years ago might not meet your needs today. That’s why your operations partner needs to know more than one system because your strategy will evolve.”

STP Investment Services (STP), a leading provider of technology-enabled investment operations outsourcing, is addressing this market need with a Managed Services Platform designed to integrate seamlessly across the technology ecosystem. STP’s open-architecture model ensures a unified, scalable partnership that supports clients through platform migrations, operational transitions, and ongoing optimization.

Through its Managed Services Platform, STP delivers three layers of partnership:

• Integration: Connecting with clients’ preferred systems to unify data, workflows, and oversight.
• Transition Support: Maintaining operational continuity during platform migrations and minimizing dual-run risk.
• Operational Partnership: Providing long-term, white-glove managed services that evolve with each client’s needs.

In practice, this model gives firms the flexibility to modernize platforms or consolidate systems without disrupting daily operations. For example, when a firm migrates from one technology platform to another, STP’s cross-system teams ensure the same operational structure and service quality remain intact. The result is seamless continuity, reduced risk, and faster realization of efficiency gains.

“This is exactly what the industry is doing, modernizing platforms, consolidating vendors, and reducing tech fragmentation,” Bernard added. “Behind all of it is the need for an agile operations partner that can adapt to any system and keep the client experience seamless.”

The rise of “Wealth as a Service” and growing advisor “tech fatigue” underscore this trend: firms want turnkey operations, technology, and service under one umbrella, allowing them to focus on growth rather than infrastructure. STP’s model delivers just that, a single, accountable partner capable of integrating, operating, and optimizing across leading systems.

“You’re migrating platforms, we’re migrating operations,” Bernard concluded. “At the end of the day, you want your clients to feel one seamless experience. With STP, you get platform choice and an operations partner that doesn’t change when your tech does.”

About STP Investment Services

STP Investment Services is an award-winning technology-enabled services company that provides middle back-office, and compliance solutions to investment managers, hedge and private equity funds, family offices, wealth managers, and asset owners. STP’s end-to-end investment operations, Blueprint technology, and expertise provide a partnership to clients that enables them to grow revenue while optimizing processes and improving productivity while protecting their business. STP provides a broad range of services for the financial services industry with capabilities to process all asset classes and meet ever-evolving business and regulatory requirements. With more than 250 employees around the world, STP services and provides solutions to clients representing more than $500 billion in assets serviced. Visit STP Investment Services at https://stpis.com/.

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