Software Solutions
CRM Investor Relations Portfolio Management Research Management InvestorBridge Backstop CMS
“InvestorBridge made it simple for us to securely distribute account and research information to our clients.”
What is InvestorBridge?
InvestorBridge is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of investors for access to investment and portfolio related information.
InvestorBridge is ideal for delivering documents, fund research, and account information to investors and partners in a visually stunning, easy to use package. Our user permission system ensures that each visitor to your site receives only the information that is relevant to them. We also integrate other security features that rival an online banking experience.
- Secure web-portal allows investors and potential investors to download privileged documents
- Provides clients with online access to fund and account information, transaction history, current value and performance
- Maintain & enhance your culture of compliance by tracking page views, document views, login frequency and discourage the redistribution of confidential information from your site with PDF Watermarking
For Investor Reporting
InvestorBridge is the perfect solution for IR professionals looking to provide investors with online access to account, fund and marketing information.
- Offer investors secure online access to account statements, partner letters and K1s
- Answer demands for transparency by posting fund performance, research data or account level analytics
- Streamline your marketing process by qualifying prospects online and providing access to materials over the web
For Portfolio Reporting
InvestorBridge allows Funds of Funds, Endowments, Family Offices, and other institutional investors to provide transparency into their portfolios.
- Publish research reports and other manager related information to clients and investment committee members
- Securely distribute fund documents to LPs, investors and consultants
- Post fund performance, benchmark analysis, and investment research or due diligence information
Showcase Your Performance
InvestorBridge charting technology provides a dynamic way to showcase your data to current and potential investors. You have already put in the hard work – sharing your research and performance should be the easy part.
PDF Watermarking
Preventing the re-distribution of sensitive information is a major priority for the alternative asset management industry. Backstop's Watermarking module allows users to dynamically place a configurable "stamp" on outbound PDF attachments, as well as set copy and print restrictions to discourage forwarding and assist with compliance programs.
Customized Website Design
Our design team will work with you to incorporate your brand identity and culture into an easy to navigate website.