How leading firms modernize their research approach to grow, adapt, and deliver smarter outcomes.
In today’s fast-paced investment landscape, consultants are expected to deliver sharper insights, faster recommendations, and more tailored solutions—often while managing an increasing volume of research data across multiple clients and asset classes.
Yet many firms still rely on disconnected systems, manual processes, and institutional knowledge that’s difficult to scale. As the pace of information accelerates, so does the need for a more intelligent, unified research platform.
We sat down with leading consultants like Fiducient Advisors and NEPC to understand how they’re evolving research infrastructure and scaling teams with Backstop’s Research Management Solution (RMS).
The shift from collecting data to connecting insights
Fiducient Advisors knew that to serve a broad base of institutional clients—and support their relationships with 50+ independent advisory firms—they needed more than access to data. They needed a system that put intelligence at their fingertips.
“We want our team focused on connecting key information, not collecting it,” said Brad Long, Research Director and Partner. “The more we do that, the better we are positioned to help our clients prosper.”
By consolidating research activities in Backstop, Fiducient has increased transparency, improved knowledge-sharing across teams, and elevated the strategic value of its research professionals.
Read the full Fiducient Advisors success story here.
Building a scalable, collaborative research framework
NEPC took a similar path. With research data spread across teams and tools, collaboration and visibility were key hurdles. Backstop helped NEPC centralize multi-asset research, streamline due diligence, and integrate seamlessly with external providers like Morningstar.
Through Backstop’s open APIs and workflow automation, NEPC now delivers real-time, at-scale insights with greater precision. The result is a research infrastructure built to grow with the firm, while enabling smarter, more responsive client outcomes.
Explore the full NEPC success story here.
Scaling smarter: A competitive advantage
Whether you’re aiming to preserve institutional knowledge, drive faster decision-making, or strengthen cross-team collaboration, the right research infrastructure provides a competitive advantage. Leading consultants aren’t just keeping up with the pace of change. They’re scaling smarter.
Request a demo to learn how leading consultants are scaling with Backstop.
