US Dollar

Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships. 

Features of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more.

Enterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.



LongDescription

For Sell-Side Firms

For Hedge Funds

Fee Management

Access Controls/Permissions

For Investors & Traders

General Ledger

Bank Reconciliation

For Venture Capital

Financial Analysis

Relationship Tracking

Transaction History

Portfolio Management

Pipeline Management

Real Estate

Portfolio Analysis

Team Assignments

Calendar Management

Collaboration Tools

For Buy-Side Firms

Template Management

Data Import/Export

Accounting

Contact Management

Portfolio Accounting

For Investment Advisors

Lead Management

Multi-Currency

Email Marketing

Mobile Access

Compliance Management

Performance Metrics

Territory Management

Manager Profiling

Benchmarking

Marketing Automation

Portfolio Rebalancing

Role-Based Permissions

Client Portal

Investor Management

For Fund of Funds

Reporting & Statistics

Sales Automation

For Real Estate

Performance Analysis

Investments Tracking

For Multi-Family Offices

Partnership Accounting

Asset Lifecycle Management

Compliance Tracking

Monitoring

Fund Management

Client Management

Drag & Drop

Investor Reporting

Campaign Management

Document Management

For Family Offices

Financial Reporting

Profit/Loss Statement

Search/Filter

Investor Accounting

Real Time Analytics

Forecasting

Enterprise Risk Management

Operational Risk Management

Lead Capture

Performance Management

Customizable Reports

Document Storage

Activity Tracking

Private Equity

Task Scheduling

Scenario Planning

Financial Management

Risk Assessment

Risk Analysis

Customer Database

Customizable Fields

Portfolio Modeling

Risk Management

Email Templates

Self Service Portal

Audit Trail

Valuation Management

Sales Reports

Real Time Data

Historical Reporting

Vendor Management

Workflow Management

Email Management

Visual Analytics

Activity Dashboard

Alerts/Notifications

Investment Management

Modified Dietz Analysis

Data Visualization

Deal Management

Calendar Sync

Web browser (OS agnostic)

Contact Backstop Solutions for detailed pricing information.

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

2-10

11-50

51-200

201-500

501-1000

1000+

Backstop

In Person

Live Online

Webinars

Documentation

Videos

Backstop Alternatives

Top 2 Alternatives

DealCloud

DealCloud

Sourcescrub

Sourcescrub

Popular Comparisons