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"I have used everything else in the space, and nothing compares to Backstop."
—Director of Marketing & Investor Relations, HF
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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InvestorBridge
InvestorBridge made it simple for us to securely distribute account and research information to our clients.
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