An increased information flow and shift to digitalization have made it crucial to switch from static documentation to systematic data management. Why is this necessary and how can it benefit you? Read Backstop’s whitepaper to learn how to enhance your fiduciary responsibility.

Growing financial services firms eventually reach a point where new software is necessary to keep up with a competitive marketplace and client demands. The merits of buying or building software must be weighed against operational and economic considerations. Backstop’s whitepaper offers four key questions to help your firm make the right decision.

Investment firms should be able to tout repeatable, predictable, and sustainable processes that generate superior performance. To increase capital and improve investor retention, firms must follow four basic steps. Read Backstop’s whitepaper to learn the nature of these steps and how your firm can accomplish them.

Inflexible software, data silos, and process differences across asset classes can slow down an investment team’s efforts. Read Backstop’s whitepaper to learn how the right technology, built to support the complexities of the investment industry, helps your team work at peak efficiency.

Increasing customer expectations and a growing need for business agility and process efficiencies are driving digital transformation across the investment industry. But without a Chief Information Officer, how can a Chief Investment Officer pave the way forward? Backstop’s whitepaper offers nine lessons to help you achieve a smooth digital transformation journey.

When considering working with external vendors, asset allocators must do due diligence to ensure high security standards. However, the security questions frequently asked in RFIs may contain weaknesses. Download Backstop’s whitepaper for guidelines to help improve your firm’s RFI security sections, along with sample questions that you may wish to adapt and use.