33 Backstop Solutions Testimonials

“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”

“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.”

“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 running smoothly since we transitioned to the system. Everything our investment team does that touches our investment activities is now facilitated by the Backstop platform. It has become an essential tool in our investment process.”

“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”

“Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have them with.”

“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.”

“Not only are we happy with the cost savings provided by Backstop, we’ve experienced at least a 10% improvement in report generation time. By moving performance reporting to Backstop, we’ve improved our data accuracy, and it’s even helped us better communicate across the team. We’ve been really impressed by Backstop’s ability to listen to its users so that the product keeps evolving to meet our needs.”

“We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able to ‘dig into the weeds’ in direct investing in a way that some of our competitors might not be able to.”

"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”

“Great relational database for information tracking, contact management, client management, distribution, and accounting.”

“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 out. They were able to show us how intuitive data entry is in Backstop, and now we log everything! Not only does this help us leave a historical audit trail to ensure we stay compliant, but it’s also just good business sense to have everything in one place for everyone on my team to access at any time.”

“Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”

"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”

"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”

“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.”