Backstop Solutions Group Investor Relations Management

Investor Account Management

Backstop's powerful investor account management tools enable users to track and report on investor activity, liquidity and performance data.

  • Track individual subscriptions and redemptions on investor accounts
  • Monitor account performance and compare to industry benchmarks
  • Manage investor account liquidity, redemptions and notice dates
  • Run shadow administration with Backstop's optional Partnership Allocation Module
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InvestorBridge portal for web reporting

Investor Relationship Management

At its core, Backstop incorporates tools that help users to better manage client information, interactions, documentation and communication - from emailing performance estimates to creating and distributing capital account statements.

  • Create and distribute personalized investor account statements
  • Build relationships between accounts and third-party contacts for efficient information sharing and reporting
  • Generate one-click investor account summary reports for meetings and e-mail updates

Investor Reporting

Backstop's reporting tools provide instant access to the data you need to analyze investor accounts, fund performance and more.

  • Monitor and report on your compliance with ERISA, 3(c)(1) and 3(c)(7) slots rules, and other essential fund level requirements
  • Report on historical management and incentive fees and account performance metrics on a tranche by tranche basis
  • Provide investors with access to account transaction, liquidity, performance, tax-related information and other documentation via a secure, encrypted web portal
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