2014 Upcoming Events
Opal Family Office Winter Forum 2014
March 12, 2014 | New York
Family Wealth Report Awards
March 13, 2014 | New York
TSAM Europe 2014
March 25, 2014 | London
Client Relationship Management (CRM)
Backstop’s powerful CRM provides the ideal foundation for managing client and partner activities, investment documentation, research materials, and email communications in one central database.
- Capture and share important notes, meetings, calls, and documents
- Automatically synchronize contacts, and emails with seamless Outlook® integration
- Support capital raising efforts with pipeline and marketing tools
Investor Relations
Backstop's sophisticated tools enable managers to track, analyze, and report on investor account compliance, cashflows, liquidity, performance, and more.
- Track investor subscriptions, redemptions, and transfers activity
- Create and distribute personalized account statements and other reports
- Provide sophisticated liquidity and performance analysis to clients with ease
Portfolio Management
Backstop is the ultimate research and portfolio accounting software solution for managers of funds of funds strategies.
- Monitor and analyze all due diligence activities in one place
- Track subscriptions, redemptions, calls, commitments, and distributions
- Report on the most complex liquidity structures across portfolios, by asset class, or exposure
Secure Web Reporting
Backstop’s InvestorBridge platform provides managers with a robust and secure way to satisfy the increasingly heavy demands of investors for online access to investment and account related information.
- Secure web-portal provides managers with a place to provide investors, prospects, and other parties access to privileged or sensitive documents
- Provides clients with online access to fund and account information, transaction, balance, and performance history
- Protects your data and monitors site viewership with an integrated top-tier security and reporting infrastructure
Software Platforms
Backstop
Backstop is the industry leading software platform that incorporates essential tools for managing relationships, communicating with clients, and monitoring multi-manager portfolios.
InvestorBridge
InvestorBridge is a web content management platform that enables fund managers to share information, publish research and reports, and communicate more securely with their investors.