Backstop is a highly flexible end-to-end CRM, portfolio management, and manager due-diligence tool. It covers all the asset classes typically found in institutional portfolios and allows for easy, customized analysis at the manager, composite, and portfolio...
Backstop ist ein kleines CRM mit Stärken für die Finanzinvestitionsbranche, könnte möglicherweise mehr Kunden-/Klientengemeinschaft unterstützen, um gemeinsame Geschäftspraktiken zu erhöhen, um einander beim Wachstum zu helfen.
The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a...
Currency settings do not have any impact on the tool, and is a meaningless component. Must upload custom assets to ensure appropriate currency is used. Tool is also of no use when it comes to fixed income investments from a Canadian investor perspective.
Backstop is a highly flexible end-to-end CRM, portfolio management, and manager due-diligence tool. It covers all the asset classes typically found in institutional portfolios and allows for easy, customized analysis at the manager, composite, and portfolio...
The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a...
Backstop ist ein kleines CRM mit Stärken für die Finanzinvestitionsbranche, könnte möglicherweise mehr Kunden-/Klientengemeinschaft unterstützen, um gemeinsame Geschäftspraktiken zu erhöhen, um einander beim Wachstum zu helfen.
Currency settings do not have any impact on the tool, and is a meaningless component. Must upload custom assets to ensure appropriate currency is used. Tool is also of no use when it comes to fixed income investments from a Canadian investor perspective.