Consolidated fund research, portfolio management, accounting, and analytical tools for investment consultants, advisors, and outsourced CIOs.
Backstop combines qualitative and quantitative data, document management and reporting tools that help to streamline the research process.
Backstop is the ultimate portfolio management software solution for investment consultants, outsourced CIOs, and advisors to track and monitor their discretionary investment portfolios.
Backstop's powerful CRM creates the perfect foundation for tracking investment documentation, activity and e-mail in one centralized database.
Backstop Portal allows funds of funds, endowments, pensions and other institutional investors to provide transparency into their portfolios.
We understand that organizations come in different shapes and sizes and that not all employees should have access to the same sensitive data. Backstop offers a variety of solutions to scale with your business as it grows.