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Introducing the Portal Notice Acknowledgement Tool.

Client Communication Transformed

Investors’ expectations for speed and transparency are rising, while regulatory demands are expanding and evolving. Effective, streamlined client communication has never been more vital.

Now, you must comply with an IRS regulation that requires end users to consent to receiving K1 statements electronically – an activity handled manually, by sending letters and emails. 

And, to collect client payments electronically, you have to get clients to complete an ACH Authorization form. 

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Not All Cloud Solutions Are Created Equal.

True Cloud vs. Fake Cloud

These days, it feels like we’re constantly hearing about the importance of “moving to the cloud.” And there are plenty of good reasons that businesses of all kinds are making that transition. Cloud solutions can boost productivity and agility, while lowering costs. And that can be just the beginning of the benefits you can expect.

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Backstop Hosted Another Outstanding Women’s Event And It Was Awesome

When smart, accomplished women get together, magic happens. Our recent event was a prime example: we held our 2 nd Women Supporting Women in Financial Services – Let’s Lean in Together event on September 28, this time in New York City. Quite simply, it was the definition of time well spent.

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Our 2nd Women Supporting Women in Financial Services Event Features Bina Kalola As Keynote Speaker

While the financial services industry has certainly made great strides toward gender equality in recent years, there’s clearly still work to be done. At Backstop, we’ve long been committed to empowering women, and providing the support and opportunities that empower them to reach their goals. Our upcoming event is part of that commitment.

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In the Shadow of September 30th: Building Investor Relationships to Reduce Redemption Notices

By Bob Goldbaum, SVP 

With September 30th just around the corner, you may be feeling stressed as a fund manager. Will investors give you redemption notices for year’s end? If so, how many? How will the withdrawals affect your fund? What can you do to encourage investors to stay or even increase their allocation to your firm– in particular those who may be on the fence?

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