Fund Research Management & Analysis Software

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

OPTIMIZE DUE DILIGENCE

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

GAIN STRATEGIC CLARITY

Minimize the clutter and expend your energy on what really matters

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.

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.

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

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

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

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

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)