Backstop Releases Enhanced MS Office Integration to Power Client Workflow

Tighter Integration Gives Investment Managers an Edge to Collect Research, Produce Tear Sheets

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Backstop - Software for Alternative Asset Managers

Software for Alternative Asset Managers

This new enhancement gives Backstop an edge over other CRM and research management platforms because of our ability to integrate with actual accounting data…as opposed to just storing emails and documents.

Chicago, IL (PRWEB) August 09, 2012

Backstop Solutions Group (BSG), a leading Software-as-a-Service provider to the alternative asset management industry, will release its latest integration with Microsoft Outlook to users of the Backstop platform this week. The revamped Outlook Add-In streamlines the process of converting emails and their attachments into categorized, searchable documents in Backstop. The tighter integration aims to significantly improve productivity for Backstop users overseeing marketing, investor relations, research, due diligence, compliance, and relationships with third party vendors.

“Users have always been able to easily add and drag documents into the Backstop platform, but the new Outlook Add-in caters to their daily workflow in an intuitive way,” said Geoff Surkamer, Backstop’s Global Head of Sales and Marketing.

“We think this new enhancement gives Backstop an edge over other CRM and research management platforms because of our ability to integrate with actual accounting data, perform quantitative analytics and provide portfolio liquidity and cash flow analysis as opposed to just storing emails and documents.”

The Outlook Add-In enables explicit Backstop Links and Activity Tags for emails and their attachments from within the Outlook interface and auto-links emails in Backstop based on email address and company domain matching. This enhancement is just one of several Microsoft Office integration projects BSG has released this year.

“We’ve also released some very impressive integration improvements with Microsoft Excel to allow our clients to pull their fund and account data dynamically from Backstop to power workbooks and tear-sheets in Excel,” said Backstop’s CTO Andy Pruitt. “Integration through our Excel Toolkit has been available for some time, but now users can refresh return streams and run their complex Backstop reports directly within Excel – they are loving it.”

Both Add-In enhancements were showcased at Backstop’s Annual User Conference in July and were warmly received by users in attendance. Backstop clients have the ability to download the Add-Ins directly from Backstop Support at no additional cost, and will continue to receive updates with the platform’s bi-monthly release schedule.

For more information on Backstop and its solutions for alternative asset managers, visit http://www.backstopsolutions.com.


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