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“I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of …
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“I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."
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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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“We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”
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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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“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."
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“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 …
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"Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."
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“Follow up very responsive and creative with solutions. Client focused.”
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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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“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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"The Backstop system has helped us grow and accomplish more than we ever realized we could.”
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“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 …
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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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"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”