ProTrak International
Acquisition in 2021
ProTrak International is a developer of client relationship management (CRM) software tailored for asset managers, including hedge funds, institutional investment managers, private equity firms, and family offices. The company provides a comprehensive platform that enhances client communication and relationship management through features such as automated workflow management, email alerts, a query builder, an investment tracker, and sales management tools. By focusing on the specific needs of its clients, ProTrak International facilitates the customization and monitoring of communication strategies across different market segments, thereby streamlining operations and improving efficiency for financial organizations.
BarclayHedge
Acquisition in 2018
BarclayHedge, Ltd. is a provider of an online platform that focuses on alternative investment databases, assisting investors in analyzing the performance of over 6,900 hedge funds and managed futures programs globally. Founded in 1985 and based in Fairfield, Iowa, the company specializes in performance measurement and portfolio management for institutional clients. BarclayHedge's offerings include performance rankings that are published in industry journals and directories, equipping institutional investors with essential data to navigate the complexities of alternative investments. Formerly known as The Barclay Group, BarclayHedge operates as a subsidiary of Backstop Solutions Group, LLC, and employs a team of research specialists, programmers, and data administrators who are experienced in the field of alternative investments.
Cogency Software
Acquisition in 2015
Cogency Software, Inc., founded in 1997 and headquartered in Burlingame, California with an additional office in New York, develops and supports automated accounting and operations solutions tailored for the alternative investment industry. The company offers a range of software solutions including portfolio management, partnership accounting, fund accounting, and investor relations management. These solutions cater to various clients such as hedge funds, private equity funds, and daily traded instruments, providing services like net asset value calculation, multi-asset class tracking, performance attribution, and compliance reporting. Cogency Software also provides implementation, training, and support services, ensuring that their clients can effectively manage complex investment portfolios. The company operates under the ownership of Backstop Solutions Group, LLC.