Backstop CMS

Backstop CMS is a software platform that incorporates essential tools for managing relationships, communicating with clients, and monitoring multi-manager portfolios. CMS is installed on the client's server and does not handle portfolio level investment tracking and analytics. The CMS platform provides our clients with the following capabilities:

  • Research Management for Allocators
  • Due Diligence
  • Fund Relationship Management
  • Workflow Automation
  • Asset Management for Investor Relations, Marketing and Fund Managers
  • Capital Raising
  • Compliance
  • Centralize Investor Data
  • Client Reporting