Backstop Solutions
VerifiedCloud-based portfolio management, CRM and investor relations platform for institutional investors
See all screenshots - Deployment Cloud Based
- Starting price Custom
- Free trial Not offered
- Best for SMEs, Enterprises
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
Backstop Solutions lists 8 documented features, including CRM for relationship, sales and communication management with Outlook integration, Portfolio management for capital calls, distributions, subscriptions and redemptions and Research Management System (RMS) for multi-asset research and due diligence. The list below covers what the product does rather than how it is marketed.
- 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
Backstop Solutions lists 1 plan without published figures. Pricing is quoted on request.
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
Backstop Solutions is available on web app. It offers an API.
- Deployment
- Cloud Based
- Billing cycle
- Yearly
- Desktop
- Web App
- Languages
- English
- Built for
- SMEs
- Enterprises
- Support
- Phone
- Training
- Integrations
- Outlook, custodian and fund administrator data feeds, BarclayHedge, Dakota, and third-party systems via REST API
- Public API
- Yes
- Free trial
- No
- Free plan
- No
- Runs in browser
- No
- Customisable
- Yes
- Website
- backstopsolutions.com
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Backstop Solutions Comparisons
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