Institutional Investors
Endowments, Foundations, Family Offices, Pensions & Consultants
Backstop combines the industry’s leading tools for endowments, foundations, and family offices, and other institutions to manage relationships, monitor research & investment activity across hedge fund and private equity investments, and communicate effectively. What's more, it helps you to stay on top of it all with robust reporting. It is the ideal solution for institutions who have grown frustrated with storing information in multiple applications and spreadsheets, who have been disappointed with other research management and portfolio accounting systems that fall short on features, reliability, and service.
Core Modules Used by Institutions
At its core, Backstop incorporates tools that help users to better manage all their contact information, interactions, documentation, and communication. Additionally, Backstop integrates seamlessly with Microsoft Outlook, ensuring that critical information stays current regardless of the source you pull it from.
Backstop’s FOF Portfolio Management module provides managers with what they need to create and maintain multi-manager portfolios. Designed specifically for funds of funds, endowments, consultants, and family offices, it enables managers to track subscriptions and redemptions, analyze manager and portfolio level performance, conduct peer group analysis, monitor portfolio liquidity, organize and share manager due diligence, analyze prospective investments, and much more.
Optional Modules Often Used by Institutions
Backstop’s General Ledger Accounting module is a specialized double-entry General Ledger system that is fully integrated with Backstop’s core accounting systems. It includes functions for importing transactions, processing automatic and manual journal entries, and producing fund specific financial statements. Learn More...
Backstop’s Advanced Permission Module is a powerful tool that makes it possible for users to create and manage extensive permission and data restriction controls. It enhances the core set of user rights and permissions available out-of-the-box. Learn More...
Preventing the re-distribution of sensitive information is a major priority for the alternative asset management industry. The Watermarking module is an optional add-on that compliments the Backstop and InvestorBridge feature sets. More...
Backstop Mobile allows you to access your Backstop on web-enabled handheld devices. Using your Blackberry, iPhone, Treo, or other handheld device, Backstop Mobile makes it easy to work with contacts and view and share other information on the go. Learn More...
For technically proficient users, Backstop offers a full SOAP API, which is the industry-standard for integrating web services applications. The Backstop SOAP API provides an interface to key objects in Backstop making it easy for a third party software application to integrate with Backstop and push or pull a variety of different kinds of data. Learn More...