Backstop realizes that most fund managers are constantly on the go. This is why we introduced Backstop Mobile, an easy-to-use mobile application that allows you to access the Backstop platform anytime, anywhere.
Backstop Mobile is accessible using your Blackberry or iPhone handheld device. Backstop Mobile makes it easy to work with contacts, investor accounts, hedge funds and portfolios when you’re in meetings or on the go.
Benefits of Using Backstop Mobile
Capture Contact Information On-the-spot
Access your Backstop account and enter new contacts as you meet them. Backstop Mobile puts an end to losing business cards or scraps of paper with important contact information.
Stay Informed in Any Situation
Whether you are on the road, or just out to lunch with a client, Backstop Mobile keeps you fully-informed. In addition to contacts and notes, Backstop Mobile allows you to view products, investor balances, and other account information. Portfolio Allocation Module users can also view their Hedge Funds and Portfolio Holdings using Backstop Mobile.
Share Notes and Research in Real-Time
When you enter notes into Backstop Mobile, they become available to other Backstop users within your organization instantly.
Map it Feature Using Google® Maps
Ever leave the office on your way to a meeting and realize you forgot to bring directions? With Backstop Mobile you can easily navigate to a contact and with one click of the Map It feature, provided by Google, get directions to your destination.
Other Features
Backstop Mobile emulates the Backstop experience right in the palm of your hand by enabling you to perform mobile-specific actions. Mobile users inherit Backstop user permissions.
| Contacts | View, add, and edit Persons and Organizations |
| Activity | Add notes, meetings, and calls viewable across your organization |
| Accounts | View Account Balances, performance, and transactions |
| Products* | View product summary, portfolio, and performance information |
| Hedge Funds* | View hedge fund summary, holdings, and performance information |
| Holdings* | View holding summary, performance, and transactions info |
| Recent Activity View | View recent activity dating back 3 days |
| Search Shortcuts | Built-in short cuts help filter search results |
*For Portfolio Management Users only
