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BACKSTOP RESEARCH MANAGEMENT

Research Management Software

Unleash your team's effectiveness in manager research with a truly multi-asset class Research Management (RMS) that enables each investment team to configure their work according to their specific processes, data requirements, and language. 

BENEFITS

Eliminate technology silos with a single platform that every asset class investment team can use
Get relevant, timely, and accurate information seamlessly integrated into your daily workflow
Configure each asset class according to its specific research management needs without needing to learn code or put in a development ticket
View qualitative and quantitative research and data side by side, rolled up to the strategy level
Backstop Mobile
The Backstop Outlook module allows users to send emails directly from Outlook to Backstop and to convert email attachments to linked and tagged Backstop Documents. Emails sent to Backstop are automatically linked to contacts with matching email addresses or company domains and can also be linked to other Backstop entities from within the Outlook interface.
Track any research on any asset class and see only what's important to you while suppressing any noise
For MercerInsight clients, gain access to Mercer's institutional research and data, including forward-looking ratings, directly within Backstop
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OPTIMIZE DUE DILIGENCE

Protect your data and maintain operational due diligence and compliance best practices

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GAIN STRATEGIC CLARITY

Minimize the clutter and expend your energy on what really matters

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IMPROVE PERFORMANCE

When all teams leverage a central platform, seemingly disparate data points form patterns, fueling insight-based decision-making

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Backstop Home Base

Research Management Insights at Your Fingertips
Conduct "pulse checks" at a moment’s notice with research management intelligence brought together on Backstop Home Base. Invest time wisely with less time spent finding data, and more time spent on reviewing and analyzing information.
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Backstop for Outlook

Add contacts, organizations and entities with one click
Move information and documents from Outlook to Backstop without ever having to leave your inbox. Save time, streamline processes, and keep your team informed.

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GET THE DATA SHEET: BACKSTOP RESEARCH MANAGEMENT SOLUTION 

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Discover the RMS that Supports All Asset Classes

Streamline, simplify, and succeed in your investment sourcing, evaluation, and ongoing due diligence. 

Family Offices

Family Offices

Backstop Solutions supports family offices through a scalable, tightly-integrated software solution that enables you to increase your efficiency, provide clarity to family members, and continue to manage and grow assets for the future.

Fund of Funds

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!

Pensions/Institutions

Pensions/Institutions

Backstop Solutions helps pensions and institutions become more efficient and achieve greater operational agility so you can focus on seeking out investment opportunities and fulfilling your fiduciary responsibilities to members. Discover how to streamline processes, enhance communication, preserve knowledge, and more!

Endowments and Foundations

Endowments and Foundations

At Backstop, our solutions help endowments and foundations perform adequate due diligence, research and manage portfolios, and monitor and report to stakeholders. Discover how you can optimize every step in the investment process, maximize your team’s time, and gain actionable insights from your data.

Consultants/OCIOs

Consultants/OCIOs

Backstop’s award-winning solutions give consultants, OCIOs, and advisors all that is needed to achieve organizational efficiency and effectiveness. We provide essential tools including research management, portfolio management, portal access, and more, all from one productivity platform – enabling you to meet your goals and delight your clients.

Read how we’ve helped others

“With Backstop’s Multi-Asset Class RMS, we can configure the system to accommodate our own processes, our own data and our own language. Furthermore, the ability to track key data on any asset class, from private and public funds to real estate and real assets, is really game-changing.”
- Brad Long, Partner and Research Director, Global Public Markets at Fiducient Advisors (formerly DiMeo Schneider)

DEVELOPED FOR THE INSTITUTIONAL INVESTMENT INDUSTRY

Whether you're an asset owner, asset manager, or intermediary, Backstop's solutions help you drive operational excellence and superior decision-making.

PURPOSE-BUILT SOLUTIONS FOR OUR CLIENTS' TOUGHEST CHALLENGES

Want to build a world-class investment culture steeped in robust processes? Or deliver world-class investor servicing? Or turn mountains of information into insight? Backstop's products help you do that, and more.

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READY TO START DIGGING IN?

Request a meeting with Backstop to discover
the right solution for you and your team.

Talk to us today