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SOFTWARE FOR CONSULTANTS & OCIOs

INVESTMENT CONSULTANT CRM

Backstop’s award-winning solutions empower you to achieve organizational efficiency and effectiveness, important advantages in today's changing institutional landscape. Our all-in-one productivity suite incorporates research, portfolio management, client relations, and data automation out of the box, enabling you to focus on what matters most: providing high-quality research, service, and results for your clients.

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BUY, DON'T BUILD

Out-of-the-box functionality purpose-built for institutional investment consultants means you don't have to build it yourself

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SUPPORT EVERY ASSET CLASS

Eliminate technology silos with a completely configurable platform that every asset class research team can use 

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FOCUS ON WHAT MATTERS

Maximize your team’s time and streamline research management, due diligence, and client service

Resource Solution Brief for Consultants and OCIOs

SOLUTION BRIEF: CONSULTANTS & OCIOS

Read more about Backstop's tailored software-as-a-service solutions for investment consultants with non-discretionary or discretionary assets under management.

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WHITE PAPER: HOW YOUR RMS CAN UNLEASH (OR STIFLE) YOUR INVESTMENT TEAM’S EFFECTIVENESS

Is your team suffering from inefficiencies? Click below to learn more.

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BACKSTOP OFFERS SOLUTIONS FOR
INVESTMENT CONSULTANTS & OCIOS IN THESE AREAS:

Seamlessly Research & Advise on Multi-Asset Class Portfolios 

Backstop’s solutions help investment consultants/OCIOs  optimize research and management activities – all while enabling collaboration, boosting transparency, enhancing risk mitigation, and safeguarding intellectual capital.

Backstop Research Management

Backstop combines data, document management, and reporting tools to streamline research processes and make the most of every minute. Powerful performance analytics efficiently evaluate and monitor managers using both qualitative and quantitative data.

Backstop Portfolio Management

Backstop’s portfolio management software solution enables discretionary consultants/OCIOs to monitor internal or client investments, asset allocations, subscriptions, and redemptions; manage all capital commitment structures for illiquid investments; model cash flow projections; and track and report on complex liquidity terms, calculations, and scenarios.

Backstop’s outstanding CRM, client relations, and capital-raising capabilities coupled with a dynamic, secure online portal ensure that every interaction investment consultants/OCIOs  have with prospects and clients drive satisfaction, loyalty, and retention. 

Backstop CRM

Backstop’s powerful CRM creates the perfect foundation for tracking all contacts and related interactions. Fund managers can track and share notes, meetings, calls and documents, and build activity reports and lists by location, relationship strength, or other attributes.

Backstop Investor Relations

For OCIOs wanting to provide world-class service to their clients, Backstop’s Investor Relations platform enables the consolidation of all qualitative and quantitative data into one centralized database. This provides the ability to track balances at both the individual and fund level, analyze performance metrics, and create and distribute personalized call notices and statements.

Backstop Portal

The Backstop Portal provides a secure and branded outlet for investment consultants to share proprietary research documents with their clients, Importantly, the Backstop Portal is securely and tightly integrated with the Backstop CRM, Research, and Portfolio Management platforms.

Enable High Value People to Do High-Value Work

Get qualitative data,  quantitative data, and documents into Backstop, where they can be viewed side by side for optimized investment recommendations.

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IntellX

Backstop IntellX gives investment consultants and OCIOs their precious time back by eliminating the manual approach to data management. With Backstop IntellX, documents are dynamically classified, tagged, translated, and filed in the Backstop platform. For OCIOs, transactions are identified and reconciled in real time. 

Backstop BarclayHedge

Backstop offers proprietary access to data on thousands of hedge funds and CTAs through our acquisition of BarclayHedge. For investment consultants looking to scour the universe of hedge funds for investment ideas, Backstop BarclayHedge provides the industry's most accurate information on alternative investment managers.

Provide Timely and Accurate Data for the Investment Book of Records for OCIOs

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 is purpose-built for OCIO accounting teams with mixed portfolios of hedge funds, private equity funds, and marketable securities. The solution 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.

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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