Once you've met one family office...you've met one family office.

That's because family offices are each unique. But whether small or large, single or multifamily, the CIO has the same charter: safeguarding and growing wealth. The investment team works unceasingly to vet, select, review, monitor, and manage assets and investments to generate attractive returns. Backstop supports this charter through a cloud-based platform that serves as a single source of truth of qualitative and quantitative information, enabling greater collaboration, productivity, and improved decision-making.

GAIN A HOLISTIC VIEW

Get all of your organizational, process, and investment data into one easily accessible platform

ENABLE AGILE DECISION-MAKING

Robust analytics and on-demand reporting on portfolios, performance, investments, managers, and more

BUILD A LEGACY

Facilitate leadership continuity by capturing institutional knowledge for the generations to come

Software Solutions Brief for Family Offices

Solution Brief: Family Offices

Family offices are increasingly complex. Learn what solutions evolved single- and multi-family offices are putting place with Backstop.

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SUCCESS STORY: THE HILLMAN COMPANY

Learn how one of the most successful family offices in the nation is leveraging Backstop technology to build a lasting legacy.

Solutions for Family Office Investment Teams

Leverage the information and insights you need to achieve success. Backstop’s solutions for the Investment Team help family office CIOs optimize research and portfolio management activities – all while enabling collaboration, boosting transparency, supporting complexity, and improving decision-making.

Backstop Research Management

Backstop is an indispensable resource for conducting due diligence and multi-asset class research on prospective investments for single and multi-family offices.

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Backstop Portfolio Management

Backstop’s powerful cloud-based software is the ideal portfolio management solution for family offices. Our reporting capability powers reports on individual family member portfolios as well as pooled portfolio investments.

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Solutions for Family Office Operations Teams

Unleash your team of high-value operations professionals to perform higher-value work. Backstop's solutions for Operations teams do the heavy lifting of getting you the data and insights you need to become more agile, informed, and efficient, without the low-value manual labor.

Backstop IntellX

No more manual fetching, downloading, and uploading your manager communications. Take advantage of IntellX, a combination of human insight merged with machine intelligence to automate fund documents and transactions into Backstop.

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Backstop Custodian Connect

Backstop Custodian Connect combines custodian data collection, validation, and reconciliation tools to automate and optimize your custodial intake process. With accurate, real-time data at your fingertips, you can ensure your investments stay on track.

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Backstop Integrator

Backstop Integrator enables you to streamline or automate workflows and processes to increase overall productivity, efficiency, and collaboration. Performance and portfolio status can be easily accessed for quick response to changing market conditions, and a 360-degree view of relationships, research, and performance enables family offices to retain intuitional knowledge.

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Backstop BarclayHedge

For family offices looking to source new hedge funds, CTAs, and funds of funds, Backstop's acquisition of BarclayHedge puts the industry's highest-quality source of alternative data at your fingertips.

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Prebuilt Integrations

Backstop works with the industry's most trusted data providers to bring their data into our platform, where you can access it at your fingertips for streamlined workflows. These include Preqin, HFR, HFM, BarclayHedge, MercerInsight, MSCI, EurekaHedge, and more.

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Solutions for Family Office Accounting Teams

Backstop Accounting establishes a single source of truth for all accounting and portfolio data, streamlining accounting processes and mitigating operational, fiduciary, and investment risks.

Backstop Accounting

Backstop Accounting provides easy access to accounting and performance data for all asset classes, facilitates the management of partnership and portfolio activity across complex entity structures, and supports best practices for multi-asset class, multi-currency partnership and portfolio accounting.

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Backstop Home Base – Client Service: A New Way to Start and End Your Day – Every Day

March 24, 2023

What if the critical information you collect and share at Monday Morning Meetings became available to you ALL the time – with zero effort and hassle?...

SVB Failure Highlights Why Allocator Investment Teams Really Need Investment Office Software

March 20, 2023

What a week last week was! It likely felt interminable to many allocator investment teams who were scrambling to sort out the impact of Silicon...

And the Award Goes to… Backstop Solutions! For “Best Front Office Data Management Tool”

March 16, 2023

We are honored to be named “Best Front Office Data Management Tool” in the 2023 Fund Intelligence Operations and Services Awards. Celebrated at a...