Backstop combines qualitative and quantitative data, document management and reporting tools that help to streamline the research process.
Backstop is the ultimate portfolio management software solution for consultants and advisors to track and monitor client investments.
Backstop's powerful CRM creates the perfect foundation for tracking investment documentation, activity and e-mail in one centralized database.
Backstop Portal allows funds of funds, endowments, pensions and other institutional investors to provide transparency into their portfolios.Learn More About Backstop Portal
We understand that organizations come in different shapes and sizes and that not all employees should have access to the same sensitive data. Backstop offers a variety of solutions to scale with your business as it grows.
Backstop's Advanced Permissioning Module allows administrative level users to restrict access to specific records, funds or accounts in the system. This added level of control goes beyond standard out-of-the box user permissions, and is mainly used by firms who have very specific information control policies or who need to silo data between their own internal teams.
The Backstop Private Equity Module offers enhanced portfolio and investment functionality for allocators who have private equity investments within their current portfolio (in addition to traditional hedge fund investments.) This feature is ideal for tracking paid/unpaid capital commitment amounts, dates and details, monitoring cash and stock distributions, tracking internal rates of return, and running quarterly investment reports.
Backstop Mobile offers an additional interface for accessing key information on the go. Users can share notes and research in real-time, grab directions to their next meeting, and quickly preview last touch points with a contact in a mobile-friendly format.
The Backstop Outlook Add-in allows users to send emails directly from Outlook to Backstop and to convert email attachments to linked and tagged Backstop Documents. Emails sent to Backstop are automatically linked to contacts with matching email addresses or company domains and can also be linked to other Backstop entities from within the Outlook interface.