Monitor all portfolio activity, performance and related research via a single source of truth across multi-asset class investments.
Total control and oversight
Improved strategic effectiveness
Hone your investment strategy and optimize returns, with industry benchmarks, analytics and tailored reporting.
Backstop Portfolio Management in action
Institutional Investors and LPs
Future-proof your investment process with a single, dynamic source of truth encompassing both quantitative and qualitative data. Backstop’s versatile, multi-asset-class research and portfolio management platform eliminates silos, enabling your teams to make well-informed investment decisions effortlessly.Learn more
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 more
Consultants, 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 more
Backstop Portfolio Management up close
Comprehensive portfolio data aggregation
Gain a holistic view of your holdings for better investment decisions
Tailored data analysis
Slice and dice data effortlessly and uncover valuable insights
Tune your portfolio performance
Measure cumulative performance, net appreciation, manager and portfolio exposures, and much more
Enhanced policy adherence
Monitor and track policy adherence seamlessly minimizing risks associated with policy deviations
Evaluate manager and portfolio performance against industry benchmarks or benchmark blends
Proactively manage your investment pipeline ensuring timely actions to optimize portfolio performance.
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.
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.”
Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning.
Backstop is the most flexible and intuitive
CRM system I’ve used.
By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.
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
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.
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
Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”
Great relational database for information tracking, contact management, client management, distribution, and accounting.
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,
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.”
It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support.