Backstop Solutions Group, the industry’s leading cloud-based productivity suite for institutional and alternative investors, has been selected as a finalist in two categories at the Family Wealth Report Awards. They are in the running for best CRM System and Portfolio Management categories.
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth management and trusted advisor communities in North America.
In a recent case study on their success with Backstop Solutions, The Hillman Company’s Vice President of Accounting and Information Services, Andrew McQuarrie said: “Backstop is specifically tailored to the needs of the investment industry. You don’t have to tinker with the product — you can just start to use it and immediately reap the benefits.”
Stephen Harris, ClearView Financial Media’s Chief Executive, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists. He said: “The firms and individuals who are finalists in our 8th Family Wealth Report Awards program are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged by an independent panel of judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, and not only quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in family wealth management. I’m delighted that we have made these annual awards the brightest, and most keenly contested highlights in the family wealth management calendar.”
Winners will be announced on 6 May 2021 in Family Wealth Report alongside a series of videos and publications.
Learn more about Backstop’s solutions for Family Offices here.
About Backstop Solutions Group, LLC
Backstop’s mission is to help the institutional investment industry use time to its fullest potential. We develop technology to simplify and streamline otherwise time- consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that is critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.
For further information contact:Maryling Yu
Chief Marketing Officer
(312) 277 1189