Solving challenges before they happen.
How Backstop helps you thrive.
Consultants, Advisors & OCIOs
Backstop is the preferred partner for OCIOs and investment consultants, delivering top-tier client service and empowering excellence in both discretionary and non-discretionary services.
When you serve a diverse client base with contrasting needs, a versatile and configurable solution is vital. Backstop provides a full range of services to help you effortlessly manage research, due diligence, reporting and more – saving you time, deepening client relationships, and maximizing the accuracy and impact of your investment decisions.
Maximize today. Skyrocket your tomorrow.
Definitive source of truth, for the institutional investors.
Maximize your team’s effectiveness with a multi-asset Research Management System (RMS) that’s configurable to your processes and data requirements.
Facilitate the assessment of risk and return across any alternative asset class with this sophisticated software.
Gather, view and analyze pipeline data in real time to prioritize opportunities, drive efficiencies and optimize your capital-raising success.
Maximize the impact of every investor interaction to strengthen trust, nurture relationships and deliver superior client service.
Provide investors with total transparency using your own secure, web-based reporting portal, created to fit your privacy and compliance needs.
Explore Backstop Data Services
The right data, right where you need it.
Streamline due diligence, document retrieval and management with automated processes
IntellX automatically retrieves crucial documents from fund source emails and portals, seamlessly connecting them to corresponding funds and investments. Unlock efficiency and empower your team with instant access to valuable resources.
Automatically feed custodial data into Backstop
Save your team countless hours with accurate, and automatic posting of custodian data. It’s never been easier to safeguard your assets, reconcile returns and harness real-time insights to drive your decisions.
Put vital fund admin data at your team’s fingertips
Set the stage for transparent, truly first-class investor service with performance reporting, capital activity, and investor balance information automatically loaded into Backstop.
Digitize and streamline form-based due diligence
Our new integration enriches your form-gathering process for faster, more efficient portfolio monitoring, research management and investment due diligence.
Power your data strategy with our APIs for an efficient and streamlined approach to data management.
Empower your in-house developers to integrate Backstop securely with a range of mission-critical systems, third-party applications, and external reporting engines, using robust, specially licensed REST APIs.
Gain a wealth of comprehensive insights into hedge funds and industry trends
Use our market leading platform to access instant, valuable proprietary research on portfolio management and performance assessment for hedge funds, CTAs, UCITS funds, and alternative investment vehicles.
What Our Clients Say About Us
Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.
I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of use, ease of reporting, and ease of viewing, the Backstop Support people are top of class.”
Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning.
Backstop is the most flexible and intuitive
CRM system I’ve used.
By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.
It is an excellent product, allowing us to effectively “mirror” our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance
Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this…the system helps to keep track of all the conversations we have and all the people we have them with.
I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features.
Julie Platt Smith
Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”
Great relational database for information tracking, contact management, client management, distribution, and accounting.
Backstop is a key client engagement tool within our advisory business. Their customized software configurability and flexibility, along with client service, have made Backstop a key partner for our firm,
Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ET function even more so.”
It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support.