Consulting Services

Our Professional Services Consultants are available to assist your firm with implementation, custom software development, accounting best practices, and customized training services. Our team interacts with clients all over the globe, completing on-site, and off-site projects alike. Regardless of your needs or domicile, you can rest assured that you will have the support of the most qualified and experienced Backstop experts.

 

 

 Implementation Services

 

Our Implementation Consultants take a "Get In, Go Live, Get Out" approach to helping you implement your software. The result: you get the industry’s best platform configured to your unique business requirements and benefit from an on-time and on-budget project. Our goal is to equip your project team with the knowledge it needs to take on future tasks without further intervention and additional costs.

 

 

 Custom Solutions

 

In situations when a firm needs functionality that caters to a unique business practice, Backstop will partner with them to develop a customized solution that includes extensive support. Whether you need complex third-party integration, customized reports or unique functionality to complement your core solution, we can help.

• Experienced Industry Developers
  The developers on the Custom Solutions team have years of experience developing award-winning software built specifically for the alternative asset management industry. This experience, gives them the ability to take your unique needs and develop functionality that translates to high-quality software solutions.
• Customized Reporting
  The team will work with you to create or modify reports that meet the needs of your investors or internal staff. For example, we’ve redesigned layouts, incorporated branding, developed new reports or statements, and customized data and charting for many of our current clients.
• Early-Adopter Programs
  Backstop offers discounted pricing to customers who participate in new software development programs. The early-adopter programs take a collaborative approach to building software and are a great opportunity to influence new features and functionality.

 

The Custom Solutions team works alongside your in-house team to carefully scope, design and develop software that meets your needs – quickly and painlessly.

 

The partnership starts when a Backstop Project Manager, whose background and expertise match your business model, meets with you to gain an in-depth understanding of your needs. Then a team of in-house engineering experts evaluate the need, develop approaches and estimate one or more solutions. Your Project Manager then reviews your options with you and makes sure you are 100% comfortable with the proposed solution.

 

Once you’ve signed off on the solution and estimated budget, our developers work with you to build and test the solution. They’ll have calls with you to discuss the project and let you see the work in progress on a test server to make sure the feature or functionality meets your expectations. Once it’s ready to go, you’ll receive training and instruction – and it will be supported just like any other Backstop product.

 

 

 Accounting Services

 

Our Accounting Services team works with you during the initial implementation of the Partnership Allocation module and periodically thereafter as you continue to grow your business. Our team of experts can also work with you to establish a shadow accounting program or perform an independent audit of investor accounting data produced by a fund administrator.

An intimate knowledge of the software, coupled with an understanding of your business requirements, enables Backstop’s Accounting Consultants to help you maximize the benefits of your software and to help you keep it tuned as your business needs evolve.

 

 

 Training Services

 

The Backstop and InvestorBridge platforms are designed to be intuitive and very easy-to-use. However, we strongly encourage training across the user base to establish best practices and drive adoption.

Our professional services team offers remote and in-person training services. In addition to our customary core training, we offer more specialized training opportunities which dive more deeply into your business workflow and specific needs to help your users optimize their workflow. Optional trainings are scheduled on an as-needed basis and are specifically tailored to particular client requests.

Backstop typically conducts training sessions with client end users. If you prefer to conduct your own internal training, Backstop can provide “Train the Trainer” type training and resources to your appointed staff members. These resources include but are not limited to the following:

• Recommended Training Schedules
• Instructional Guide Templates
• Reference Guide Templates
• Instructor Aids
• User training curriculum plans