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FAMILY OFFICE SOFTWARE

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.

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GAIN A HOLISTIC VIEW

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

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ENABLE AGILE DECISION-MAKING

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

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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.

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BACKSTOP OFFERS SOLUTIONS FOR
Family Offices IN THESE AREAS:

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 AI-driven, straight-through processing of fund documents and transactions into Backstop.

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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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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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We have solved for a wide range of clients

See Who Else We Help
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READY TO START DIGGING IN?

Request a meeting with Backstop to discover the right solution for you and your team.

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FIND WHAT’S RELEVANT TO YOU

How to Calculate the ROI of Investment Office Software
May 10, 2021
As the Chief Investment Officer (CIO) at an institutional investment office evaluating whether or not to modernize your investment office technology, 
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Backstop Solutions Group Acquires CRM Asset Management Software Provider Protrak International
April 27, 2021
ProTrak’s clients poised to gain access to Backstop’s cloud-based technology with expanded functionality and cybersecurity (Chicago, IL, April 27,...
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Backstop to the Future: Overcoming the Challenges of Change
February 5, 2021
William Arthur Ward observed, “The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” To say the...
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