Backstop is much more than just a CRM, but it's our CRM underpinnings that make us so well-suited to the needs of the institutional investment industry. Since 2003, we've helped the industry organize and maximize their relationships with our proprietary relationship and reporting engines.
Backstop Solutions Group's mission is to help the institutional investment industry use time to its fullest potential. We develop investment management software and financial CRM technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that’s critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real
Capture and share important notes, meetings, calls and documents
Automatically synchronize contacts and e-mails with seamless Outlook® integration
Gain a better understanding of a network’s interconnectivity
Powerful keyword searching instantly surfaces every document in the system
Access crucial information, manage contacts, and add notes on the go with Backstop Mobile
Manage interest levels, client types and investment probabilities