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 es un pequeño CRM con fortalezas para la industria de la inversión financiera, quizás podría apoyar más a la comunidad de clientes para aumentar las prácticas comerciales compartidas y ayudarse mutuamente a crecer.
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 es un pequeño CRM con fortalezas para la industria de la inversión financiera, quizás podría apoyar más a la comunidad de clientes para aumentar las prácticas comerciales compartidas y ayudarse mutuamente a crecer.
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.