Core and Additional Modules
If no two investment managers are totally alike, why should the software they use to run their business be any different? We designed the Backstop Platform with flexibility in mind to ensure that regardless of the size, age, or type of fund you manage, you’ll be able to utilize the features most important to you without having to pay for a bunch of stuff you don’t need or want.
However, we also purposefully engineered Backstop to be scalable. After all, business needs do evolve. Already using Backstop for CRM, Investor Accounting and Sales & Marketing functionality but want to establish a shadow accounting program? No problem. Are you running an endowment and need to provide restricted access to students or other administrative personnel? We’ve got you covered. Looking to deploy a firm wide CRM system to your analysts, traders, and operations team? Great! Backstop is a no-brainer!
Core Backstop Modules
At its core, Backstop incorporates tools that help users to better manage all their client information, interactions, documentation, and communication – from emailing performance estimates to creating and distributing capital account statements. Additionally, Backstop helps managers improve their capital raising efforts through opportunity and sales pipeline management tools that help marketing professionals monitor and optimize the sales cycle from start to finish. Backstop also integrates seamlessly with Microsoft Outlook, ensuring that critical information stays current regardless of the source you pull it from.
With Backstop, investor account balances, liquidity terms, management & incentive fee information, and historic performance metrics are never more than a click away. Backstop makes it easy to import data from administrators or existing accounting systems. When combined with the optional Partnership Allocation Module, Backstop can help self-administered funds, or those running parallel books in-house, to manage partnership and series/shares-based economic allocations efficiently.
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.
Additional Backstop Modules
Backstop Mobile allows you to access Backstop using your Blackberry or iPhone handheld device. Backstop Mobile makes it easy to work with contacts, investor accounts, hedge funds, and portfolios in meetings or on the go. 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. More...
Backstop’s Partnership Allocation Module provides a powerful and flexible solution for managing and allocating fund level income and expenses to investor accounts in onshore and offshore funds. The Partnership Allocation Module is supported by our experienced hedge fund accounting consultants. More...
Backstop’s Advanced Permissions 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. 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...
