Backstop offers a complete research management solution, combining qualitative, quantitative and subjective data tracking tools in one package.
Backstop's core CRM capabilities provide the perfect relational platform for storing and sharing documents, e-mails, meetings, calls and other activities in one location.
Backstop makes it easy to manage ongoing due diligence and manager selection through qualitative and quantitative analysis in one centralized location.
In addition to reporting on qualitative data, Backstop includes powerful performance analytics to assist with evaluating and monitoring managers from a quantitative perspective.
Backstop offers a complete research management system, combining qualitative, quantitative and subjective data in dynamic reports to provide a 360 degree view of manager analysis.
Backstop Reporting Services leverages Backstop's existing robust API interface to deliver data to external reporting engines, such as SSRS (aka Microsoft Reporting), Crystal Reports, and OBIEE (Oracle Business Intelligence Enterprise Edition). This gateway provides users with a standard means of retrieving data stored in Backstop and presenting it using a third-party system.
Backstop's Advanced Liquidity Module (ALM) offers managers the ability to incorporate complex liquidity terms and calculations beyond Backstop's already robust liquidity functionality. This industry-leading liquidity addition to Backstop's Portfolio Management platform is ideal for handling sophisticated calculations that cannot be modeled in Excel, and comes with a suite of reports to analyze different types of portfolio and investor liquidity scenarios.
Backstop's General Ledger module is a specialized double-entry accounting system that is fully integrated with the Backstop core accounting system. Implementation, configuration, and customization of GL are supported by Backstop's accounting consultants, who have worked on the accounting operations of hundreds of funds and are familiar with common and atypical investor accounting situations.
The Backstop Portfolio Planning module allows users to construct and share customized portfolio scenarios based on target asset allocations. This powerful enhancement to Backstop's Portfolio Management software is the definitive solution for funds of funds, endowments, foundations, family offices and pensions for analyzing current portfolio allocations and testing various transaction scenarios.
Backstop licenses a robust API to facilitate integration with other systems and external reporting engines, such as SSRS (aka Microsoft Reporting), Crystal Reports, and OBIEE (Oracle Business Intelligence Enterprise Edition). This gateway provides users with a standard means of retrieving data stored in Backstop as well as populating Backstop using a third-party system.
Shared reports in Backstop can be accessed directly from Excel, giving users the ultimate flexibility to build their own Backstop data workbooks. Our Excel Add-in can dynamically refresh fund and affiliated benchmark return streams, along with other qualitative data to create powerful tear sheets, opportunity dashboards and investor reports.
Preventing the re-distribution of sensitive information is a major priority for the alternative asset management industry. Backstop's Watermarking module allows users to dynamically place a configurable "stamp" on outbound PDF attachments, as well as set copy and print restrictions to discourage forwarding and assist with compliance programs.
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.