Backstop | Hedge Fund CRM

CRM Features

• View full client history at-a-glance, including: meetings, notes, e-mails, documents, account transactions, and relationships.
• Generate high-quality marketing materials and investor communications.
• Powerful blast email tools allow you to create templates, merge contact information, and track mailing results.
• Automatically link email messages to contact records - no need to remember to push a button or drag into a folder.
• Manage important documents by uploading or linking to folders on networks or file servers.
• Advanced search engine finds keywords in contact history, email messages, and document contents, and can find contacts by keyword, location, or relationship.
• Track your capital raising pipeline and use it to help forecast future cash flow.
• Seamlessly synchronize information with Outlook and Exchange.

Investor Account Management Features

• Track all investor transactions, including subscriptions, redemptions and transfers.
• Generate and easily distribute account statements and other account documents.
• Automatically calculate compliance figures, including ERISA capacity and available investor slots.
• Monitor investor activity and cash flows at the fund and firm levels.
• Track investor liquidity, fee structures, high-water marks, and holdbacks.
• Store, manage, and search subscription documents and other account related documents.
• Control security with user-level access rights for sensitive information within your organization.
• Optional Allocation Module can allocate portfolio income to investor accounts.

Reporting Features

• Utilize more than 50 standard reports that can be configured specially for each user.
• Gain insight into complex business processes, such as investor retention and cash flow analysis.
• Fund-level dashboards and reports for a more complete bird's-eye view.
• Export tabular data to Excel with the push of a button, throughout the application.
• Create custom reports with the Backstop Excel Toolkit, and they will automatically update with data from Backstop at the push of a button.
• Utilize XMLport to easily download CRM data in XML format, which can be used in a local data warehouse or with 3rd party reporting applications.
• Full SOAP API - the industry standard for integrating web applications - can be used to integrate Backstop with proprietary or custom external applications such as analysis and reporting tools.