Case Study: University of St. Thomas achieves $100,000/year savings and 10% faster, autonomous performance reporting with Backstop Solutions

University of St. Thomas - Customer Case Study

The University of St. Thomas faced high costs and a lack of autonomy by relying on their custodian for performance reporting and needed an intuitive system that could handle multiple asset classes, including complex private equity products. They engaged Backstop Solutions to replace the custodian-dependent process and provide an in-house reporting platform.

Backstop Solutions implemented a centralized performance reporting solution with intuitive dashboards and automation that reduced data errors, streamlined year-end audits, and improved team communication. By moving reporting in-house with Backstop, the university saved over $100,000 per year, gained autonomy from their custodian, and achieved a 10% improvement in report generation time.

University of St. Thomas

Casey Plante

Senior Investment Analyst