Provide investors with on-demand access to documents and reporting through a secure, branded web-based portal.
Tomorrow’s service, today
Efficiency and transparency
Optimise investor relations, business development and more while securely sharing sensitive fund information with your clients.
Client Portal in action
Private Fund Managers (GPs)
Discover a dynamic, adaptable platform that will truly set your firm apart. Backstop empowers you with the ultimate single source of truth, revolutionizing how you raise and retain capital, supercharge business development, and foster meaningful connections with allocators, consultants, and other industry participants in your universe. Unlock your firm’s full potential today.
Learn moreConsultants, Advisors & OCIOs
Backstop is your trusted ally in optimizing the investment and client life cycle. Our solutions create a single source of truth for multi-asset research and portfolio management, driving prospect and client satisfaction, fostering loyalty and ensuring long-term retention. Stay ahead of the competition with Backstop’s cutting-edge solutions.
Learn moreClient Portal up close
Secure information sharing
Effortlessly share fund performance, due diligence, research data and account analytics.
Optimized compliance
Monitor document downloads and page views for full compliance reporting.
Enhanced insight
Track downloads and page views to gauge investor interest and spot opportunities
Streamlined marketing
Enhance onboarding by qualifying prospects online and providing materials via the portal.
Stricter confidentiality
Discourage further sharing of confidential information with PDF watermarking.
Enhanced service
Delight clients with a seamless, secure service that strengthens loyalty and trust.