Backstop Solutions Suite
4.6
46
Backstop provides a cloud-based productivity suite to the institutional investment industry to simplify and streamline tasks and processes, enabling clients to access, share, and manage critical knowledge. Their clients include investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.
Strengths
-
Comprehensive functionality
Offers a wide range of features for investment management
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Customizable reporting
Allows users to create tailored reports for their specific needs
-
Ease of use
Intuitive interface makes it easy for users to navigate and utilize the software
Weaknesses
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High cost
May be too expensive for smaller firms or individual investors
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Limited integrations
May not integrate with all other software or systems used by a firm
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Steep learning curve
May take time for users to fully understand and utilize all features
Opportunities
- Increasing demand for investment management software presents opportunity for growth
- Potential to expand into new geographic or industry markets
- Opportunity to form partnerships with other software providers to increase integrations
Threats
- Competing software providers may offer similar or better functionality
- Decreased investment activity during economic downturns may lead to decreased demand for software
- Changes in regulations may require significant updates or changes to the software
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Backstop Solutions Suite Plan
Backstop Solutions Suite offers a tiered pricing model based on the number of users and features, starting at $1,000 per month.
Research Management
$
licensed per user
The Backstop Research Management solution combines qualitative, quantitative,
and subjective data tracking tools that can enable your firm to streamline, simplify, and succeed in the
investment sourcing and evaluation process.
Access all data from anywhere, at any time, through a cloud-based platform.
Increase operational efficiencies by centralizing research management.
Remove barriers between your organization and your information.
Create consistency and increase transparency.
Optimize and leverage quantitative and qualitative data with a 360-degree view of their research efforts.
Protect your data and maintain operational due diligence compliance.
CRM
$
licensed per user
Developing and nurturing lasting client relationships requires the right
balance of intuition and information. Sure, your instinct is a great start. But
information is what truly powers success. To get that balance right, you need
a robust service and communication program that organizes and streamlines
knowledge, so you can efficiently manage relationships and drive your
organization’s overall success.
Backstop CRM – Client Relationship Management software – is an awardwinning,
centralized database that empowers you to continually and
effectively meet goals and exceed expectations.
Relationship Management - The Backstop CRM platform provides an organized, efficient foundation for managing client and partner activities, investment documentation, research materials, and email communications.
Sales and Marketing Management - The Backstop CRM platform gives you an easy, accurate, and comprehensive process for tracking and maintaining sales pipelines, as well as all associated activities, to effectively support the capital raising process.
Communication Management - The Backstop CRM platform includes a comprehensive suite of software tools that empower you to develop more effective communication email campaigns, customized web portals, and more.
Investor Relations
$
licensed per user
The Backstop Investor Relations platform empowers you to understand and maximize relationships
with prospects, clients, consultants, and other players
in your firm’s universe. Effectively managing all the
activities involved in building and strengthening
relationships — meetings, calls, emails, statements
— while providing quick and insightful responses to
investor inquiries, will ensure satisfaction and loyalty.
With Backstop, all required information and insights are
at your fingertips.
Engage in honest, regular, and proactive communication.
Track investors’ behaviors, preferences, and systematically fulfil their expectations.
Mine your data to understand any gaps in compliance or outreach.
Maintain a clear picture of a client’s alternative investment liquidity and performance.
Generate and distribute all types of account specific documents (Statements, Call & Distribution Notices, Quarterly Reports).
Backstop Portal
$
licensed per user
The Backstop Portal is a secure web portal tightly integrated with
the Backstop CRM, Backstop Portfolio Management, and Backstop
IR (Investor Relations) solutions. Created with the design, privacy, and
compliance needs of financial organizations in mind, the Backstop Portal
enables you to discourage the redistribution of confidential information
with PDF watermarking, View Only, and DRM tools, and to protect data
and monitor site viewership with top-tier security and reporting analytics.
All while empowering you to focus only on what matters, and make the
most of every vital minute.
Establish and retain confidence and trust with investors
Provide a higher level of investor servicing
Meet investors’ needs for greater transparency and accountability
Portfolio Management
$
licensed per user
Backstop’s Portfolio Management
platform provides the ability to manage
multi-asset class investments, communications
and portfolio performance, and
conduct due diligence on existing and
potential managers.
Access your data instantly, from anywhere, any time through a secure, reliable cloud-based platform.
Increase your operational efficiencies through a centralized, comprehensive portfolio management system.
Manage, view, and analyze the entire investment cycle, all in one place.
Establish and maintain clear insight into your portfolio with sophisticated liquidity reporting tools.
Protect data and maintain operational due diligence compliance.
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