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“Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”
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“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”
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“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."
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“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process …
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“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
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“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
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“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …
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“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”
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"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”
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“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”
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"The Backstop system has helped us grow and accomplish more than we ever realized we could.”
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”
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“Follow up very responsive and creative with solutions. Client focused.”
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"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”