A single, dynamic platform for all of your qualitative and quantitative research content, covering all asset classes and configurable to the needs of different teams.
Backstop Research Management
Eliminate information silos and fuel the winning strategies of tomorrow. Streamline, simplify, and succeed in your investment sourcing, evaluation and ongoing due diligence.
Total strategic clarity
Optimal due diligence and compliance
Make due diligence as robust, efficient, and comprehensive as possible, with the power to track and record decision-making trajectories over time.
Backstop Research 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 morePrivate 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 moreConsultants, 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 moreBackstop Research Management up close
All-round efficiency
Relevant, timely and accurate information, seamlessly integrated into your daily workflow.
Multiple levels of detail
View qualitative and quantitative research data side-by-side, rolled up to the strategy level.
Works for all asset classes
Easily and intuitively configure each asset class according to its specific research management needs.
New levels of clarity
Drill down easily to the information that matters to you, while suppressing any noise.
A unified knowledge base
Eliminate information silos with a single platform that every asset class investment team can use.
MercerInsight
Access Mercer’s institutional research and data, including forward-looking ratings, directly from Backstop.
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.
Katie Carroll
Alphadyne Asset Management
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.
Kathy McLean
BP
Backstop is the most flexible and intuitive CRM system I’ve used.
Maria Szabo
GTIS Partners
By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.
Camilla Burke
Huizenga Capital Management
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.
Rosele Watro
Kodak
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.
Mark Montoya
Public Employees Retirement Association of New Mexico (PERA)
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
Sound Point Capital
Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.
Rip Mecherle
University of Tennessee
Great relational database for information tracking, contact management, client management, distribution, and accounting.
Chris Arends
Voyager Management
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.
David Gold
Optima Partners
It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support.
Matt Orr
Koch Industries Inc
We’re excited to partner with ION Analytics and Backstop Solutions. We believe it will allow us to continue delivering our investment technology strategy for better client outcomes.
Joe Wiggins
St. James's Place
Backstop’s user-friendly tools simplify reporting and tracking, seamlessly integrating with our daily workflow. As our investment and fundraising plans evolve, we believe Backstop Solutions is the right choice for Paine Schwartz Partners.
Natalya Michaels
Paine Schwartz Partners
Backstop has transformed how we operate by giving us more time to focus on what matters–delivering value to our clients.
Emma Andrews
NEPC
