Backstop | Hedge Fund CRM

Backstop is the solution for hedge funds that have grown frustrated with storing information in multiple applications and spreadsheets, or who have been disappointed with other CRM systems that fall short on features, reliability, and service.

Backstop is the best solution for Hedge Funds that want to:

• Consolidate investor data into a single system that works with Outlook.
• View an investor's complete contact and investment history at-a-glance.
• Track investor account balances, performance and other information.

Some of the ways that Backstop leaps ahead of other CRM systems:

• Simple, web-based, interface is easy to learn and use.
• Unparalleled reliability, security, and performance with minimal IT overhead.
• Fund-level dashboards and reports for a more complete bird's-eye view.
• Automatic linking of email to contact entries; complete capture and minimal effort.
• Ability to generate and distribute investor account statements and other documents.
• Automatically calculate ERISA capacity, investor slots and other compliance stats.
• Extensive built-in reports, plus an Excel Toolkit for unlimited custom reporting.
• And much more...