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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.
Backstop has given us the tools we need to communicate accurately and effectively to our investors.
In the past, we used multiple software tools and Excel, which took up lots of time and still couldn't do everything Backstop can.
We use Backstop as our document and data storage warehouse, giving our team a powerful research management tool.
InvestorBridge made it simple for us to securely distribute account and research information to our clients.