Client Relationship Management

Having a centralized system where we can quickly pull records of every single interaction has been vital to our success.

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Investor Relations

Backstop has given us the tools we need to communicate accurately and effectively to our investors.

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Portfolio Management

In the past, we used multiple software tools and Excel, which took up lots of time and still couldn't do everything Backstop can.

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Research Management

We use Backstop as our document and data storage warehouse, giving our team a powerful research management tool.

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Backstop Portal

The Backstop Portal made it simple for us to securely distribute account and research information to our clients.

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