Important News

Backstop is excited to announce the addition of Backstop CMS to its core platform offerings and welcomes CMS clients to the Backstop family. Read More

Press Release: Backstop Acquires PerTrac CMS (PDF)

Client Relationship Management (CRM)

Backstop’s powerful CRM provides the ideal foundation for managing client and partner activities, investment documentation, research materials, and email communications in one central database.

  • Capture and share important notes, meetings, calls, and documents
  • Automatically synchronize contacts, and emails with seamless Outlook® integration
  • Support capital raising efforts with pipeline and marketing tools

Investor Relations

Backstop's sophisticated tools enable managers to track, analyze, and report on investor account compliance, cashflows, liquidity, performance, and more.

  • Track investor subscriptions, redemptions, and transfers activity
  • Create and distribute personalized account statements and other reports
  • Provide sophisticated liquidity and performance analysis to clients with ease

Portfolio Management

Backstop is the ultimate research and portfolio accounting software solution for managers of funds of funds strategies.

  • Monitor and analyze all due diligence activities in one place
  • Track subscriptions, redemptions, calls, commitments, and distributions
  • Report on the most complex liquidity structures across portfolios, by asset class, or exposure

Secure Web Reporting

Backstop’s InvestorBridge platform provides managers with a robust and secure way to satisfy the increasingly heavy demands of investors for online access to investment and account related information.

  • Secure web-portal provides managers with a place to provide investors, prospects, and other parties access to privileged or sensitive documents
  • Provides clients with online access to fund and account information, transaction, balance, and performance history
  • Protects your data and monitors site viewership with an integrated top-tier security and reporting infrastructure

Software Platforms

Backstop Backstop

Backstop is the industry leading software platform that incorporates essential tools for managing relationships, communicating with clients, and monitoring multi-manager portfolios.

InvestorBridge for Web Reporting InvestorBridge

InvestorBridge is a web content management platform that enables fund managers to share information, publish research and reports, and communicate more securely with their investors.