Backstop Solutions
Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.
Backstop Solutions, an award-winning technology provider, delivers the infrastructure and investment platform family office CIOs need to achieve operational excellence and meet long-term objectives. By providing a central repository for all organizational, process, and investment data, Backstop supplies complete transparency and visibility anywhere and anytime, and ensures the continuity of institutional knowledge. Robust capabilities streamline portfolio, research, deal, and liquidity management.
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Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
In person on site support
Pricing of support
The support is free
Onboarding
Timelines for implementing clients can vary based on client availability and goals with the platform.
From the very first training engagement within the first two weeks of kicking off the project, our clients would have full access to their Backstop environment.
Timelines are agreed upon during the kick off engagement but are staggered through milestones.
The CRM phase can be completed within 2 weeks, Fund Research and Due Diligence within a month and the Portfolio setup and varying levels of module and feature implementation range about a month on based on size, history, client resources and availability of data.
Customisation
Configuration can be performed by the users themselves and only requires minimal (i.e. non-technical) training.
Bespoke development
When the use case has broader application across our client base.
We have performed bespoke development in the past when it has met the standard of having application to multiple clients.
Added services
Software development is provided.
