Backstop Solutions

0/5

Based on 0 Reviews

Write a Review

What is Backstop Solutions?

Backstop Solutions is a cloud based platform built for institutional investors, including hedge funds, private equity firms, endowments, foundations, pension funds and fund of funds. It combines CRM, portfolio management, fundraising, investor relations and research management tools into a single system designed to centralize data across an investment firm.

Backstop was acquired by ION Analytics in late 2021 and today operates as one of its investment management services, still marketed under the Backstop name. The platform includes a research management system, data services with custodian feeds, a client portal, compliance tracking and REST APIs for integrating with third party systems. Pricing is not published and is quoted per user based on firm size and required modules.

Key Features of Backstop Solutions

Here are the powerful features that make Backstop Solutions stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • CRM for relationship, sales and communication management with Outlook integration
  • Portfolio management for capital calls, distributions, subscriptions and redemptions
  • Research Management System (RMS) for multi-asset research and due diligence
  • Investor Relations tools and a branded investor/client portal
  • Data Services with custodian feeds, benchmarks and BarclayHedge research data
  • Fundraising and pipeline tracking
  • Compliance and document management
  • REST APIs for third-party system integration

Backstop Solutions Pricing

Here are the pricing plans for Backstop Solutions. Choose the plan that best fits your requirements and budget.

Custom (per user)

Custom

Contact sales

Backstop does not publish pricing. Licensing is quoted per user on an annual subscription basis, with implementation billed separately via a statement of work.

Backstop Solutions Specifications

Get a closer look at the technical specifications and system requirements for Backstop Solutions. Find out if it's compatible with your operating system and other software.

Software Tagline :
Cloud-based portfolio management, CRM and investor relations platform for institutional investors
Deployment :
  • cloud based
Subscription Plan :
yearly
Desktop Platforms :
  • web app
Mobile Platforms :
Language Support :
english
Target Audience :
  • smes
  • enterprises
Available Support :
  • email
  • phone
  • training
Integrations :
Outlook, custodian and fund administrator data feeds, BarclayHedge, Dakota, and third-party systems via REST API
API Available :
Yes
Free Trial Available :
No
Run On Mobile Browser :
No
Free Plan Available :
No
Customization Available :
Yes

Backstop Solutions Videos

Backstop Solutions Screenshots

Alternatives

Explore alternative software options that can fulfill similar requirements as Backstop Solutions. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Backstop Solutions Comparisons

Compare Backstop Solutions with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.

Overall Backstop Solutions Reviews

Here's our unbiased review of Backstop Solutions. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.

0/5

Based on 0 Reviews

0

Feature

Out of 5

0

Ease of use

Out of 5

0

Value for money

Out of 5

0

Customer support

Out of 5

0

Overall Rating

Out of 5

Backstop Solutions Pros and Cons

Backstop Solutions FAQs

No. Backstop was acquired by ION Analytics in late 2021 and now operates as a service of ION Analytics, though it retains the Backstop name and product line.

Institutional investors such as pension funds, endowments, foundations, hedge funds, private equity firms, consultants and OCIOs use Backstop to manage research, portfolios, fundraising and investor relations.

Backstop does not publish pricing. Licensing is sold per user on an annual subscription basis, and firms must contact sales for a custom quote.

No public free trial is advertised; prospective customers can request a demo instead.

Yes, Backstop includes a branded client/investor portal for secure reporting and document sharing.

Yes, Backstop offers REST APIs along with data feeds from custodians, fund administrators and research providers like BarclayHedge.