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BACKSTOP Custodian Connect

Stop manually fetching and entering your custodian data

Safeguard the assets in your portfolio with accurate, up-to-the-minute custodial data loaded automatically through Backstop Custodian Connect.

FEATURES & BENEFITS

Achieve successful shadowing of custodial data
Outlook® Integration
The Backstop Outlook module allows users to send emails directly from Outlook to Backstop and to convert email attachments to linked and tagged Backstop Documents. Emails sent to Backstop are automatically linked to contacts with matching email addresses or company domains and can also be linked to other Backstop entities from within the Outlook interface.
View balances, transactions and performance at glance
Access estimates or finalized market values immediately across all holdings
Pull in data monthly, weekly, or daily, depending on your need
Receive alerts instantly as discrepancies are flagged
Backstop Mobile
The Backstop Outlook module allows users to send emails directly from Outlook to Backstop and to convert email attachments to linked and tagged Backstop Documents. Emails sent to Backstop are automatically linked to contacts with matching email addresses or company domains and can also be linked to other Backstop entities from within the Outlook interface.
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Streamline processes

Load balances, transactions, and performance from custodians automatically for complete, accurate data
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Increase Efficiency

Access real-time custodial data swiftly for actionable investment insights
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Save Time

Free your high-value staff from the cumbersome tasks of collecting, validating, and reconciling custodian data
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GET THE FACT SHEET: BACKSTOP CUSTODIAN CONNECT

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Transform Your Custodial Data Intake Process

Backstop Custodian Connect provides the real-time custodial data you need to reconcile reported returns, drive investment insight, and ensure investments are on track.

FUNDS OF FUNDS

FUNDS OF FUNDS

Backstop provides comprehensive software empowering funds of funds to meet both front- and back-office operational needs, including portfolio management, research management, capital raising, investor relations, and more. Find out how you can boost efficiency, raise capital, increase your agility, and more!

Family Offices

Family Offices

Backstop Solutions supports family offices through a scalable, tightly-integrated software solution that enables you to increase your efficiency, provide clarity to family members, and continue to manage and grow assets for the future.

Endowments And Foundations

Endowments And Foundations

At Backstop, our solutions help endowments and foundations perform adequate due diligence, research and manage portfolios, and monitor and report to stakeholders. Discover how you can optimize every step in the investment process and gain actionable insights from your data.

Pensions/Institutions

Pensions/Institutions

Backstop Solutions helps pensions and institutions become more efficient and achieve greater operational agility so you can focus on seeking out investment opportunities and fulfilling your fiduciary responsibilities to members. Discover how to streamline processes, enhance communication, preserve knowledge, and more!

Consultant/OCIOS

Consultant/OCIOS

Backstop’s award-winning solutions give consultants, OCIOs, and advisors all that is needed to achieve organizational efficiency and effectiveness. We provide essential tools including research management, portfolio management, portal access, and more, all from one productivity platform – enabling you to meet your goals and delight your clients.

DEVELOPED FOR THE INSTITUTIONAL INVESTMENT INDUSTRY

Whether you're an asset owner, asset manager, or intermediary, Backstop's solutions help you drive operational excellence and superior decision-making.

PURPOSE-BUILT SOLUTIONS FOR OUR CLIENTS' TOUGHEST CHALLENGES

Want to build a world-class investment culture steeped in robust processes? Or deliver world-class investor servicing? Or turn mountains of information into insight? Backstop's products help you do that, and more.

READY TO START DIGGING IN?

Request a meeting with Backstop to discover
the right solution for you and your team.

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