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

Streamline processes

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

Increase Efficiency

Access real-time custodial data swiftly for actionable investment insights

Save Time

Free your high-value staff from the cumbersome tasks of collecting, validating, and reconciling custodian data

Backstop Mobile

SOLUTIONS

The industry standard tool for investment managers and institutional asset owners.

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms.

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

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

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

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

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.

See Who We Help

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MEET OUR PARTNERS

PREQIN

Preqin is the leading source of data and intelligence on alternative assets. Its products are used for a range of activities, including investor relations, fundraising and marketing, and market research. Preqin has 270 staff based in New York, London, Singapore and San Francisco, serving over 24,000 customers in 94 countries.