Backstop Solutions Suite pricing, reviews and more.
21 reviews
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
What is Backstop Solutions Suite?
The Backstop Suite’s cohesive solutions have become the gold standard across the alternative investment world. The Backstop Suite helps our fund manager clients strengthen their relationships with investors and interact with their many service providers while also maintaining their ability to adapt to the ever-evolving regulatory landscape. Allocators use these same components of the suite in addition to Backstop’s research and portfolio management features to make better investment decisions and accurately account for their investment activity. We are honored to have helped accelerate the growth of the alternative investment industry. We look forward to evolving with our clients and continuing to support them in their quest for operational agility and improved business performance.
What tech stack does Backstop Solutions Suite use?
OneTrust
HubSpot Analytics
jQuery
Matomo Analytics
Linkedin Insight Tag
Isotope
HubSpot
Google Tag Manager
Microsoft 365
Cloudflare
Backstop Solutions Suite pricing plans
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
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.
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.