Backstop Solutions Suite Features

Contains data visualization tools specifically tailored to handle financial information

Provides financial document search functionality to users

Contains customizable data charting tools

Provides document annotation and note taking capabilities.

Contains collaborative functionality that allows permissioned users to share documents and insights.

Creates customizable reports utilizing market performance data

Contains a client portal for clients to access their

Carries out investment accounting

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Automates some or all operation related tasks

Provides a cloud based version of the platform

Contains multi-currency accounting capabilities

Contains global asset accounting capabilities

Provides a cloud based version of the platform

Contains a portal to facilitate third-party or client application access

Creates unique, customizable investor statements

Is accessible from a mobile device and by users on the go.

Provides useful pre-defined data connections to important external systems and applications.

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more.

Allows users to fully brand the portal.

Has a centralized dashboard for users to interact with

Contains tools to visalize data sets or workflows

Has a centralized dashboard for users to interact with

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Investors can leverage in-app tools to produce different visualizations of the data.

Find important content or files using keywords, metadata, tags, etc.

Automates the creation of financial disclosure documents.

Provides useful pre-defined data connections to important external systems and applications.

Provides pre-built or customizable performance reports

Provides analytics tools that reveal important business metrics and track progress.

Is accessible from a mobile device and by users on the go.

Connects to external systems and applications as needed to complete team workflows.

Provides analytics tools that reveal important business metrics and track progress.

Contains customer request handling functionality and issue tracking.

A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.

An information repository for customers to get self-service answers to their questions.

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Contains pre-built email templates for sending potential investors information.

Automates the sending of potential investor communications.

Allows users to track and manage leads.

Manages sales pipelines from prospecting to close.

Manages sales force tasks, assigning tasks and distributing work.

Manages the entire contract process, from creation and negotiation to signing.

Segments investors and potential investors by multiple factors.

Handles the entire contract process.

Manages the entire investor capital pipeline, from prospect to close.

Allows users to fully brand the portal.

Contains pre-built email templates for sending investors information

Automates the sending of investor communications

Leverages investor information and documents to create custom reports tailored to individual investors

Automatically sends alerts to investors when new documents or information is uploaded

Produces reports based on investor information and communications conducted in-app.

Analyzes investor communications and activity, creating data visualizations.

Analyzes performance of assets to prepare financial forecasts, perform cash flow analysis, determine value of property, and prepare for acquisition or disposition.

Monitors and tracks the development and performance of real estate properties; either focused on a specific type of property (commercial, residential, mixed-use / industrial, or retail) or can support a variety of property types.

Monitors the performance of existing investments and analyzes property data to recommend investment decisions.

Enables correspondance and communication with and management of real estate investors.

Enables the raising of capital while protecting existing funds or capital and adhering to money lenders' guidelines.

Streamlines real estate deal management via pipeline tracking, collaborative workflows, deal analytics, deal information management, and reporting.

Generates asset performance reports specifically to present to investors, stakeholders, and board members.

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes