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.
Get all of your organizational, process, and investment data into one easily accessible platform
Robust analytics and on-demand reporting on portfolios, performance, investments, managers, and more
Facilitate leadership continuity by capturing institutional knowledge for the generations to come
Family offices are increasingly complex. Learn what solutions evolved single- and multi-family offices are putting place with Backstop.
Learn how one of the most successful family offices in the nation is leveraging Backstop technology to build a lasting legacy.
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 is an indispensable resource for conducting due diligence and multi-asset class research on prospective investments for single and multi-family offices.
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.
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.
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.
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.
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.
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 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.
Request a meeting with Backstop to discover the right solution for you and your team.