All-in-one custodian and portfolio management, easy account opening and transfer processes, very high-quality support, clean look and feel, advisor-focused and constantly seeking improvement, don't have to question their intentions or wonder if they're...
The platform is just 2-3 years old, so there is still plenty of room for improvement. A pain point is the inability to open certain investment accounts (529 education accounts, HSAs, accounts for non-profits/endowments). The trading system could be further...
Backstop is able to effectively maintain data, both quantitative and qualitative, for a vast number of current and prospective investments. This has been essential in monitoring our current funds, both public and private investments, as well as building...
All-in-one custodian and portfolio management, easy account opening and transfer processes, very high-quality support, clean look and feel, advisor-focused and constantly seeking improvement, don't have to question their intentions or wonder if they're...
Backstop is able to effectively maintain data, both quantitative and qualitative, for a vast number of current and prospective investments. This has been essential in monitoring our current funds, both public and private investments, as well as building...
The platform is just 2-3 years old, so there is still plenty of room for improvement. A pain point is the inability to open certain investment accounts (529 education accounts, HSAs, accounts for non-profits/endowments). The trading system could be further...