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Backstop

Name: Backstop
Rating: 4.5 (2 reviews)

By Backstop Solutions Group

962 Interested

Highlights : About Backstop

Centralized Financial Data & Documents

Marketing Campaign Management

Multi-Class Asset & Portfolio Management

Analytics & Statistics

About Backstop

Backstop is a cloud-based suite of applications designed to help small to large businesses in the institutional investment industry. The suite provides various solutions to manage customer relationships, portfolios, research, accounting and investor relations. Features of Backstop include management of sales and marketing operations, partnership allocation, general ledgers, portfolio planning, private equity and more. Backstop's customer relationship management (CRM) tool allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more. Enterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Centralized Financial Data & Documents

Reporting Portal

Marketing Campaign Management

Multi-Class Asset & Portfolio Management

Investor Relationship Management

Analytics & Statistics

Multi-portfolio management

Investor accounting

Subscriptions & redemptions tracking

Account & opportunity management

Performance dashboards

Watermarking of fund marketing docs

Drag-and-drop interface

Permission management

Automated email archiving

Contact & email synchronization

Communication management

Assignment management

Benifits

Centralized Financial Data

Capital, equity, and asset managers can maximize Backstop in organizing, accessing, and analyzing financial data. The equity management suite places all their financial information and documents in a central database. With this, they will be able to come up with smart investment decisions and build stronger relationships with their clients.

Simplified Asset and Investment Portfolio Management

Backstop simplifies how users handle various types of assets and investment portfolios, encompassing hedge funds, funds of funds, capital accounts, and private equities. The suite makes it possible for them to easily track investments and produce the needed reports, such as those related to liquidity terms, calculations, and different investment scenarios. They can also assess if the investments they are currently managing are profitable or not as well as distribute assets wisely.

Streamlined Research Activities

Backstop provides a set of solutions that streamlines research activities. Users are given quick access to all subjective, qualitative, and quantitative data they need for their research processes and tasks. These research data are collected from different data providers and sources. They can take advantage of the research management tools regardless if they are managing and analyzing investment portfolios for a single family or multiple families.

Marketing Management and Monitoring

Backstop permits users to monitor and handle their marketing campaigns and activities with ease. All communications, documents, and reports associated with prospective clients and investors are organized in a central area. As a result, they can easily look for opportunities to raise capital as well as gain insights into the effectiveness of their marketing and sales initiatives.

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