312-277-7701
Talk to us today
about_02

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.

Hotel_lightblue-whitte

GAIN A HOLISTIC VIEW

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

Hotel_lightblue-whitte

ENABLE AGILE DECISION-MAKING

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

Hotel_lightblue-whitte

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.

Download
resource-casestudy-hillman-company-family-office

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.

Download
title-strip

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. 

 

Learn More

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.

Learn More
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.

Learn More

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.

 
Learn More
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.

Learn More

We have solved for a wide range of clients

See Who Else We Help
banner2-954844314

READY TO START DIGGING IN?

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

Talk to us today

FIND WHAT’S RELEVANT TO YOU

Backstop BarclayHedge Names Benjamin Crawford Vice President and Head of Research
November 30, 2021
FAIRFIELD, IA – November 30, 2021 – With an eye on new product development, Backstop Solutions Group, the industry’s leading cloud-based productivity...
Read More
Onward and Upward with Backstop’s New UI/UX
November 19, 2021
The institutional investment industry has seen a massive shift in investor and client dynamics, resulting in an equally monumental shift in the...
Read More
What Allocators Are Really Doing to Track ESG Metrics Today
November 9, 2021
72% of allocators do not currently collect Environmental, Social and Governance (ESG) metrics on their private portfolios; top reason is lack of...
Read More
View All Blogs