Investor Relations Software | Backstop Solutions Group

BENEFITS

Establish, develop, and manage comprehensive knowledge of all aspects of the client relationship

Understand the breadth, depth, and financial impact of every individual in your universe

Build greater trust with investors through high-quality, personalized communications

Track investors’ behaviors and preferences to systematically fulfill their expectations

Distribute account-specific documents seamlessly through a branded Investor Portal

Track and report on investor account activity, liquidity, and performance data

CENTRALIZE DATA

Place comprehensive information at your fingertips to respond agilely and accurately to investor and regulatory calls for transparency

INCREASE EFFICIENCY

Streamline your management of investor information, interactions, documentation, and communications to make the most of every minute

NURTURE RELATIONSHIPS

Maximize the value of all your internal activities and external interactions to build investor trust and enhance satisfaction

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Backstop Home Base

Client Service Insights at Your Fingertips
A new way to start and end your day with key insights into your top investor interactions, opportunities, activity, and more on Backstop Home Base. Showcase all the efforts you and your team bring to the firm.

CAPITAL-RAISING DASHBOARDS

Actionable insights for BD team members
Zoom into actionable insights at the team member level or zoom out to see all activity at the team level – all in one dashboard.

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WORK ON THE GO WITH BACKSTOP MOBILE

Transform your work and skyrocket your productivity away from your desktop with our new Backstop Mobile app. Access crucial information, manage contacts, connect to Google Maps, and add meeting notes all from the convenience of your smart phone.

Backstop IntellX

SOLUTIONS

The industry standard tool for investment managers and institutional asset owners.

Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms.

Private Equity/VC

The Backstop Productivity Suite provides private equity and venture capital firms with the flexibility necessary to support multiple investment methodologies while leveraging diverse structured data points to drive optimized business decisions. Discover how Backstop will help you raise capital, streamline operations, and delight your investors!

Hedge Funds

Backstop gives hedge funds an unfair advantage over the competition by providing solutions to manage client relationships, streamline sales and marketing efforts, and manage investor accounts in one centralized location. Our scalable, on-demand software solution enables you to provide the quality investment service increasingly demanded by sophisticated investors.

Real Estate

The Backstop productivity suite empowers real estate organizations by consolidating qualitative and quantitative data into one centralized database, supporting the capital-raising cycle, and tracking all contacts and interactions effortlessly – eliminating process inefficiencies and facilitating agile decisioning.

Fund of Funds

Backstop provides comprehensive software empowering funds of funds to meet both front- and back-office operational needs, including portfolio management, research management, capital raising, investor relations, and more. Find out how you can boost efficiency, raise capital, increase your agility, and more!