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

Any online gateway where investors can log in to view investments

Information, data and reports that are being tracked over time

Compile and report on all investor activities

Interact with data visualization elements, such as charts and graphs, to drill down into data

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Visualize and measure the performance of portfolios

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

Tracking and logging the performance, risks, gains and losses of investments

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Automated payments and reporting for investors

Manage and track all trade operations.

Manage and handle financial assets as well as other investments.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track customer orders for goods, investments, or any other purchases

Manage allocation and performance of financial assets

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage contact details and communication with clients

Track collected or paid charges for services performed or access granted

Plan, manage, and track the financial activities of an individual or organization

Manage the buying, selling, and holding of stocks

Automates some or all operation related tasks

Automate workflows and trigger campaigns based on customer actions

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.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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.

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Plan, manage, and track the financial activities of an individual or organization

Store, manage, and track all electronic documents in a centralized location

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

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.

Manage, organize, and store contact information

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

Form predictions based on past and present data/trends

Set up connections to third-party platforms to improve business processes

Organize and group data or items based on various criteria

Create budgets based on historical data and future projections

Ability to break down and plan multi-step processes

Initiate collection and analysis of known risks

Automatically place and execute trades without the need for manual input.

Observe and track the demand, usage, progress or quality of a system, product, or user

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Monitor and track cryptocurrencies.

Use AI to generate content in the form of text, images, videos, etc.

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Analyze potential risks across the organization

Centralized accounting record which tracks all financial transactions

Alter the layout and content of reports

Communicate with investors with integrated communication tools.

Monitor and analyze the performance and status of a server or system/application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure and assess the performance of investments

Track and document all activities across devices, networks, and other systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Designed for Hedge Funds

A record of all activities within the system, including user access, changes made, etc.

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Access software remotely via mobile devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Track and report regulatory data to either internal management or external stakeholders

Used by financial advisors and money managers

Reallocation of assets to reflect changing investment goals or market conditions

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Track and trade contracts to transact in tangible goods at a certain price in the future

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Compare key metrics for the business against prominent players in the industry

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Monitor capital allocation and asset prices over time

Purchase and track both bonds and stocks in the portfolio

Used by retail investors and active traders/day traders

Manage and handle various international currencies

Monitor and track stocks across portfolios and watch lists,

View and track activity related to an individual, transaction, etc.

Provides varying estimates based on different scenarios

Establish measurable goals and objectives and track their progress over a specific period of time

Detect potential wash sale violations.

Compare two documents or content pieces side by side

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and document all activities across devices, networks, and other systems

Monitor and record expenses such as purchases or charges incurred

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Synchronize with other calendars to view mutual availability and schedules

Set up connections to third-party platforms to improve business processes

Import and export data to and from software applications

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Automatically identify and save contact information of potential customers

Provides a channel for team members to share media files, communicate, and work together

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-made examples and templates for emails

Use AI to generate content in the form of text, images, videos, etc.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Track interaction history by documenting conversations for contacts

Reports specific to sales analysis for trends and strategies