Hedge Funds
Hedge Fund CRM
Backstop combines the industry’s leading tools for sales, marketing, investor relations, operations, and research to manage relationships, monitor investor activity and communicate effectively. What's more, it helps you to stay on top of it all with robust reporting. It is the ideal solution for managers who have grown frustrated with storing information in multiple applications and spreadsheets, who have been disappointed with other CRM and research management systems that fall short on features, reliability, and service.
Core Modules Used by Hedge Funds
At its core, Backstop incorporates tools that help users to better manage all their client information, interactions, documentation, and communication – from emailing performance estimates to creating and distributing fund marketing materials and performance updates. Additionally, Backstop helps managers improve their capital raising efforts through opportunity and sales pipeline management tools that help marketing professionals monitor and optimize the sales cycle from start to finish. Backstop also integrates seamlessly with Microsoft Outlook, ensuring that critical information stays current regardless of the source you pull it from.
With Backstop, investor account balances, liquidity terms, management & incentive fee information, and historic performance metrics are never more than a click away. Backstop makes it easy to import data from administrators or existing accounting systems. When combined with the optional Partnership Allocation Module, Backstop can help self-administered funds, or those running parallel books in-house, to manage partnership and series/shares-based economic allocations efficiently.
Additional Modules Often Used by Hedge Funds
Backstop’s Partnership Allocation Module provides fund managers with a powerful and flexible solution for managing and allocating fund level income and expenses to investor accounts in onshore and offshore funds. The Partnership Allocation Module is supported by our experienced hedge fund accounting consultants. Learn More...
Backstop’s Advanced Permission Module is a powerful tool that makes it possible for users to create and manage extensive permission and data restriction controls. It enhances the core set of user rights and permissions available out-of-the-box. Learn More...
Preventing the re-distribution of sensitive information is a major priority for the alternative asset management industry. The Watermarking module is an optional add-on that compliments the Backstop and InvestorBridge feature sets. More...
Backstop Mobile allows you to access Backstop on web-enabled handheld devices. Using your Blackberry, iPhone, or other handheld device, Backstop Mobile makes it easy to work with contacts, investor accounts, hedge funds, and portfolios in meetings or on the go. Learn More...
For technically proficient users, Backstop offers a full SOAP API, which is the industry-standard for integrating web services applications. The Backstop SOAP API provides an interface to key objects in Backstop making it easy for a third party software application to integrate with Backstop and push or pull a variety of different kinds of data. Learn More...
