Backstop Solutions


Consolidated Reporting


United States of America

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Get in touch with Backstop Solutions

Maryling Yu

Maryling Yu

Contact Maryling Yu

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.

What sets Backstop Solutions apart?

"Backstop’s mission is to help family offices use their time to its fullest potential. We develop technology to simplify and streamline otherwise time-consuming tasks and processes."
Maryling Yu


Get an overview of what this software does.

Main tasks

  • CRM
  • Accounting
  • Portfolio management
  • Consolidated reporting

Top features

  • Research management
  • Deal management
  • Portfolio management
  • Liquidity management
  • Accounting
  • Intellx documents and transactions
  • Support

Assets supported

  • Private equity
  • Real estate
  • Bankable assets
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • GDPR


  • Yes

Type Of Software

  • SaaS


  • Backstop uses a layered approach of overlapping controls, monitoring and authentication to ensure overall security of Backstop’s data, network and system resources.
  • Dedicated security staff, regularly review servers, firewalls, routers and monitoring platforms on a regular basis.
  • Completed System and Organization Controls 2 (SOC 2) examination and audit, standard set by the American Institute of Certified Public Accountants (AICPA).


  • Backstop offers a variety of database integrations that can enhance a client’s use of the platform. A partial list can be found on our website.

Mobile App

  • Yes

Type of data

  • Transaction level data


  • As a data processer, Backstop does not monitor the data placed on its platform to ensure accuracy. Backstop would work with its client controllers to address any data subject requests.


  • Backstop offers an API solution to support integration with third-party custodians and data providers.
  • The Backstop API provides a REST API with JSON-formatted responses to access Backstop resources, such as tasks and activities within the platform.
  • Coverage includes support for GET, POST, PATCH and DELETE on a broad base of Backstop entities.

Time to new custodian

  • The time it takes to connect to a new custodian varies depending on each individual client.


  • Users can set multiple base currencies, based on holding/position data, or transaction data.

Cost structure

  • Feature based

Average cost p.a.

  • $7–12k


Consolidated Reporting


United States of America

Visit website

Get in touch with Backstop Solutions

Maryling Yu

Maryling Yu

Contact Maryling Yu

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.


  • 100–500


  • 2003


  • Owned by management


  • United States of America


  • Chicago (HQ)
  • San Francisco
  • New York
  • Fairfield
  • London
  • Hong Kong

Top 5 Markets

  • United States of America
  • United Kingdom
  • Canada

Total AUM

  • $6 trillion

Avg. AUM per client

  • $7.5 billion


  • Other asset allocators

Serves also

  • Multi-family offices
  • Single-family offices
  • Fund managers
  • Independent financial advisors
  • Registered investment advisors

Number of clients:

  • 800+

What Backstop Solutions' clients say

“We used to have to access three, four, or even five different systems to piece together an answer that we needed. Many times, our team members could not even access those systems directly and therefore had to rely on back office personnel to gather the necessary data. Now, our investment team members can go to one system and easily and instantly get the information they need to do their work.”
Hillman Family Office

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


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.


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.

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Simple solutions for complex times.