Institutional Investors and LPs we serve:
Banks
Today’s banks face a range of operational, data and compliance challenges, often compounded by legacy technology. Backstop innovates to meet those needs head-on.
Revamp due diligence and research by streamlining, aggregating, analyzing, and sharing data and recommendations across teams. Automate data collection, align investments with fiduciary needs and enable agile decision-making with comprehensive tracking and real-time reporting.
Endowments & Foundations
The quest for higher returns means non-stop consideration of new asset classes, including private funds. This heightens the need for transparency and accountability.
Backstop revolutionizes investment management for foundations and endowments with a seamless solution for due diligence, research, multi-asset portfolio allocation and reporting. Level up insights with integrated custodian data and automate fund document collection for due diligence with our game-changing service IntellX.
Funds of Funds
Amid fierce competition, funds of funds must connect with investors, attract and retain assets and promote sustainability, all while maximizing operational excellence.
Backstop empowers you to meet front-and–back-office operational needs with a single–point platform for portfolio management, research management, capital raising, investor relations and more. Elevate your data strategy with fund admin, custodian data automation, and due diligence documents.
Public & Private Pensions / Institutions
Pension sponsors are constantly looking to create better returns and fulfill fiduciary responsibility to their members. The pressure of doing more with less is real.
Backstop centralizes your institutional knowledge to transform due diligence, multi-asset research and portfolio management. Access next-level insights with automated custodian data, while automating document due diligence with IntellX.
Single & Multi-Family Offices
Because all family offices are unique, an agile solution is needed to help investment teams safeguard and grow wealth.
Unlock success with information and insights. Backstop’s family office solutions optimize research and portfolio management, promoting collaboration and transparency while reducing complexity and enhancing decision-making.
Maximize today. Skyrocket your tomorrow.
Definitive source of truth, for the institutional investors.
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.
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.
Katie Carroll
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.
Kathy McLean
Backstop is the most flexible and intuitive CRM system I’ve used.
Maria Szabo
By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.
Camilla Burke
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.
Rosele Watro
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.
Mark Montoya
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.
Rip Mecherle
Great relational database for information tracking, contact management, client management, distribution, and accounting.
Chris Arends
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.
David Gold
It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support.
Matt Orr
We’re excited to partner with ION Analytics and Backstop Solutions. We believe it will allow us to continue delivering our investment technology strategy for better client outcomes.
Joe Wiggins
Backstop’s user-friendly tools simplify reporting and tracking, seamlessly integrating with our daily workflow. As our investment and fundraising plans evolve, we believe Backstop Solutions is the right choice for Paine Schwartz Partners.
