Backstop | Hedge Fund CRM

The award-winning Client Relationship Management (CRM) software designed for Hedge Funds.

Investor Relations

For Investor Relations and Marketing Professionals:

  • Raise and retain more investor assets with tools that give you access to an investor's complete history at-a-glance.
  • Accomplish more, in less time, with tools that automate time-consuming monthly processes.
  • Improve your corporate image with high-quality customized reports that are easy to update each month.
Finance and Operations

For Finance and Operations Professionals:

  • Better and easier planning with cash flow and liquidity reporting.
  • Have more confidence in your compliance efforts, while spending less time on them.
  • Know your firm better, with fund and firm level information.
Principals and Portfolio Managers

For Firm Principals and Portfolio Managers:

  • Attain ready access to your team's work when you need it.
  • Enhance team collaboration by leveraging knowledge across the organization.
  • Retain valuable intellectual capital during personnel changes.

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