As a consultant or OCIO, you face multiple challenges: allocating adequate time to research management, providing timely responses to auditors and regulatory boards, demonstrating the efficacy of investment and operational due diligence processes to clients, and in general, keeping pace with rapid business growth.
Backstop provides essential tools for research management, portfolio management, and client portal access from one productivity platform, all while enabling collaboration, boosting transparency and risk mitigation, and safeguarding your intellectual capital. With Backstop, you can provide the quality investment service your clients increasingly demand, and make the most of your valuable time.See how we make investment consultants and OCIOs more productive
Backstop provides the tools you need to streamline processes and make the most of your time.
Backstop provides centralized tools that enable you to efficiently track and monitor internal or client investments.
Backstop allows you to efficiently track and report on client activity, liquidity, and performance data.
With Backstop, you can track documentation and drive more effective communication through a centralized system.
Increase transparency and demonstrate value to your clients with a securely integrated Portal.