Leveraging the Right Technology to Build a Lasting Legacy

CHALLENGE:

The Hillman Company is one of the most successful family offices in the nation. The senior team’s desire was to leave behind a legacy that would live on even after they retired. This meant that the firm required a purpose-built system that would give their investment team a holistic view of investor relationships, including performance, calculations, and interactions. Salesforce just wasn’t cutting it anymore.

SOLUTION:

Backstop Solutions provides The Hillman Company with a research and portfolio management solution tailored to the requirements of family offices.