The demands on investment consultants and OCIOs are increasing. Client expectations are rising, regulatory oversight is intensifying, and the need to scale services without sacrificing quality is more urgent than ever.
Yet many technology solutions in the market fall short because they’re built for generic use cases, not for the unique complexity of institutional investment consulting.
Firms don’t just need tools. They need technology that helps them centralize research, deliver insights efficiently, and scale intelligently.
The core requirements of a purpose-built platform
- Centralized research management
Time spent gathering information is time taken from value-driving activities. Consultants need a unified hub that captures and connects qualitative and quantitative insights, manager diligence, and document trails—fueling faster decisions and audit-ready transparency. - Scalable infrastructure
Growth shouldn’t come at the cost of operational complexity. With multi-asset portfolio monitoring, customizable workflows, and advanced CRM capabilities, firms can expand without relying on headcount to keep pace. - Actionable insight delivery
Speed and clarity matter. Advisors need real-time dashboards, portfolio-level intelligence, and research visibility that not only serves clients, but differentiates their services in competitive RFPs and board meetings.
Why most tools miss the mark
Generic systems often require heavy customization, manual workarounds, or disconnected workflows that erode productivity. They weren’t built with the investment consultant’s reality in mind, and they can’t scale as demands intensify.
At Backstop, we’ve built an integrated intelligence suite that helps consultants and OCIOs spend less time gathering data and more time delivering value.
Learn what to look for in a future-ready tech stack. Download the solution brief.
