Centralize and streamline your management of all aspects of the client relationship to strengthen trust, improve communication, and deliver outstanding service.
Investor Relations Platform
Deliver the world-class service your clients expect with efficient, timely, and accurate insights that deepen relationships at every touchpoint and interaction.
Maximize service efficiency
Nurture relationships
Develop and demonstrate a comprehensive understanding of each client’s needs, portfolio holdings and performance history to continually tailor and improve their experience.
Investor Relations in action
Private Fund Managers (GPs)
Discover a dynamic, adaptable platform that will truly set your firm apart. Backstop empowers you with the ultimate single source of truth, revolutionizing how you raise and retain capital, supercharge business development, and foster meaningful connections with allocators, consultants, and other participants in your universe. Unlock your firm’s full potential today.
Learn moreConsultants, Advisors & OCIOs
Backstop is your trusted ally in optimizing the investment and client life cycle. Our solutions create a single source of truth for multi-asset research and portfolio management, driving prospect and client satisfaction, fostering loyalty and ensuring long-term retention. Stay ahead of the competition with Backstop’s cutting-edge solutions.
Learn moreInvestor Relations up close
Client understanding
Track investors’ behaviors and preferences to anticipate and exceed their expectations
Client portal
Distribute documents seamlessly with each client through a secure, branded portal.
Seamless connectivity to Administrator data
Automate fund admin data into Backstop,to support high-quality investor interactions.
Effortless reporting
View, analyze and report on investors’ account activity, liquidity and performance.
The big picture
Understand the breadth, depth and financial impact of every client and manager.
Greater transparency
Respond with agility and accuracy to investor and regulatory transparency demands.
What Our Clients Say About Us
Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.
Katie Carroll
Alphadyne Asset Management
I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of use, ease of reporting, and ease of viewing, the Backstop Support people are top of class.”
Kathy McLean
BP
Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning.
Jono Swanson
Carmel Partners
Backstop is the most flexible and intuitive
CRM system I’ve used.
Maria Szabo
GTIS Partners
By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.
Camilla Burke
Huizenga Capital Management
It is an excellent product, allowing us to effectively “mirror” our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance
Rosele Watro
Kodak
Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this…the system helps to keep track of all the conversations we have and all the people we have them with.
Mark Montoya
Public Employees Retirement Association of New Mexico (PERA)
I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features.
Julie Platt Smith
Sound Point Capital
Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”
Rip Mecherle
University of Tennessee
Great relational database for information tracking, contact management, client management, distribution, and accounting.
Chris Arends
Voyager Management
Backstop is a key client engagement tool within our advisory business. Their customized software configurability and flexibility, along with client service, have made Backstop a key partner for our firm,
David Gold
Optima Partners
Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ET function even more so.”
Katie Carroll
BP
It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support.
