STP Investment Services and CAPIS have announced a partnership aimed at reshaping how buy-side firms manage trading and investment operations. The collaboration introduces a coordinated outsourced model that combines trade execution with middle- and back-office support into a single, integrated solution.

The move comes as investment managers increasingly seek to scale operations without expanding internal teams. Traditionally, outsourced trading and operational support have been handled separately, often creating inefficiencies. By bringing these services together, STP and CAPIS aim to deliver a more streamlined approach across the full trade lifecycle.

Also, through the partnership, firms can access CAPIS’ outsourced and supplemental trading capabilities alongside STP’s technology-enabled investment operations services. The offering is ready to support a wide range of clients, from emerging managers to large institutional firms, with a flexible structure that allows them to outsource selected functions or entire workflows.

STP and CAPIS Partnership Targets Unified Trade Execution

Jeff Hooks, Senior Vice President at STP Investment Services, said firms are prioritizing integrated infrastructure over multiple vendor relationships. He noted that the joint model allows clients to combine execution support, trade settlements, reconciliations, and broader operational functions within a single framework.

The partnership builds on an existing collaboration between the two firms involving a mutual client. In that case, STP and CAPIS aligned data feeds and system requirements to ensure efficient movement of trading data into operational processes. This reduced manual intervention, eliminated the need for reconciliation between providers, and improved processing speed.

Chris Hurley, SVP and Head of Institutional Sales at CAPIS, said the collaboration enables tighter coordination between execution and post-trade activities. He added that the integrated approach is ready to reduce complexity while improving oversight.

So, under the agreement, CAPIS will act as an extension of clients’ trading desks, offering services across equities, fixed income, and derivatives. Meanwhile, STP will deliver middle-office and operational support through its BluePrint platform, covering functions such as reconciliation, reporting, compliance, and portfolio accounting.

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