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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Backstop offers a top-tier productivity software suite tailored specifically for investment managers and institutional asset owners. Designed with the needs of foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms in mind, Backstop delivers exceptional, cloud-based productivity solutions that empower asset managers and allocators to enhance their capital raising and retention efforts, conduct thorough research and portfolio management, and efficiently meet the needs of their key stakeholders. Among its core offerings are Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, ensuring comprehensive support for various operational demands. By integrating these tools into their workflows, users can expect to streamline processes and improve overall performance in the competitive investment landscape.

Description

Enter Fundy, a powerful web-based platform from Exquance Software, designed to streamline and secure every stage of fund administration. Built with input from finance professionals and engineered for performance, Fundy brings automation, transparency, and control to the forefront of fund management. What Fundy Delivers: Automated Financial Operations Say goodbye to manual calculations. Fundy handles capital calls, distributions, and fee structures with precision—saving time and reducing human error. Real-Time Payment Tracking Direct integration with banking and accounting systems allows for instant visibility into payment statuses and transaction flows. Robust Reporting Tools Generate detailed Excel reports with embedded formulas that adapt to your workflow—ideal for audits, investor updates, or performance reviews. Secure and Compliant Infrastructure Built for today’s regulatory environment, Fundy includes single sign-on (SSO), multi-user transaction confirmations, and full audit trails to ensure accountability and security. Portfolio Intelligence Analyze fund performance, monitor investor activity, and gain actionable insights—all from a clean, intuitive interface. Whether you're managing a single fund or a multi-asset portfolio, Fundy replaces spreadsheets and siloed systems with a centralized, scalable platform that grows with your operation. Trusted by investment professionals to reduce operational risk and streamline fund workflows, Fundy delivers the tools you need—without the tech debt. Ready to see what modern fund management looks like? Request a free demo and experience Fundy in action.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AlternativeSoft
Finago Procountor
ModelTree
PitchBook

Integrations

AlternativeSoft
Finago Procountor
ModelTree
PitchBook

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Backstop Solutions Group

Founded

2003

Country

United States

Website

www.backstopsolutions.com

Vendor Details

Company Name

Exquance Software

Founded

2012

Country

Finland

Website

www.exquance.com/products/fundy

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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