Backstop

United States HQFounded 2003

Deployment

Web-basediPhone/iPadAndroid

Best for

SmallMediumLarge

Overview

About Backstop

Backstop is powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. From raising capital to servicing investors, from researching and diligencing managers to monitoring portfolios, both asset managers and asset owners have multiple demands on their time. Backstop is Solving The Institutional Investment Industry’s Most Pressing Problems.

Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors.

At a glance

Software information

Industries served, licensing and the support Backstop provides.

Industries

  • Financial-services
  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

Backstop features

The full feature set, grouped by module.

Investment Management Software

  • Accounting Management
  • Asset Management
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting

Stock Portfolio Management Software

  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Technical Analysis

Hedge Fund Software

  • Client Portal
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement

Real Estate CRM Software

  • Contact Management
  • Property Alerts
  • Reports & Analytics
  • Sales & Listing

Plans

Backstop pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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