Backstop 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Backstop

4.3

(46)

Pricing

Starting at $3,000.00 per year

About Backstop

Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships.

Features of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more.

Enterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.

Backstop Screenshots

Backstop Pricing and Plans

Starting price: $3,000.00 per year

Free Trial

Free Version

Basic

$3,000.00

per year

No plan information available

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Backstop Features

Popular features found in Financial CRM
Activity Dashboard
Campaign Management
Client Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Expense Tracking
Lead Management
Marketing Automation
Relationship Tracking
More features of Backstop
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
API
Audit Trail
Benchmarking
Calendar Management
Calendar Sync
Client Portal
Collaboration Tools
Compliance Management
Compliance Tracking
Contact Management
CRM
Customizable Fields
Customizable Reports
Data Management
Deal Management
Document Storage
Drag & Drop
Email Management
Email Templates
Enterprise Risk Management
Fee Management
Financial Analysis
Financial Management
Forecasting
For Financial Institutions
For Hedge Funds
For Investment Advisors
For Investors & Traders
Fund Management
General Ledger
Historical Reporting
Income & Balance Sheet
Interaction Tracking
Investment Management
Investments Tracking
Investor Communication
Investor Management
Investor Portal
Investor Reporting
Lead Capture
Liquidity Analysis
Mobile Access
Modified Dietz Analysis
Monitoring
Multi-Currency
Operational Risk Management
Performance Analysis
Performance Metrics
Pipeline Management
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Modeling
Portfolio Rebalancing
Private Equity
Profit/Loss Statement
Rate of Return Analysis
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Reporting/Analytics
Reporting & Statistics
Risk Analysis
Risk Assessment
Risk Management
Role-Based Permissions
Sales Reports
Scenario Planning
Search/Filter
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Third-Party Integrations
Transaction History
Valuation Management
Vendor Management
Visual Analytics
Workflow Management

Backstop User Reviews

Overall Rating

4.3

Ratings Breakdown

41%

50%

Secondary Ratings

Ease of Use

4.2

Value for money

4.0

Customer support

4.4

Functionality

4.2

Have you used Backstop and would like to share your experience with others?

Kent M.

Verified reviewer

Investment Management

51-200 employees

Used daily for less than 12 months

Review source

Reviewed August 2019

Easy and Functional!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the simplicity and ease of use of the software

Cons:

The software sometimes crashes and I am not able to accomplish work, but this is rare

Imre J.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Reviewed March 2023

Happy user

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Website features and having all clients related files in one spot.

Cons:

Support and the outlook feature. Suggestions for improvements to the system are slow to implement or ignored or half fixed.

Vendor Response

Thank you for your feedback, Imre! We are happy to hear that you believe Backstop offers helpful features. We have flagged your comments about improving support and Outlook features to our product team.

Replied March 2023

Verified

Reviewer

Financial Services

501-1000 employees

Used weekly for less than 12 months

Review source

Reviewed September 2019

Very handy SaaS solution for investment business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, reporting, intuitive user interface, Rest API

Cons:

Performance of the product goes south sometimes. Searchability could use some work as well.

Brett M.

Verified reviewer

Investment Management

11-50 employees

Used daily for less than 2 years

Reviewed March 2023

Backstop - Functional, Collaborative, Efficient

We are solving an organizational need with the use of Backstop. Additionally, the platform offers analytical tools that would otherwise take a lot of hours to do manually. Lastly, the ability to log returns and other metrics we track is crucial to our process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Backstop's document management is my favorite feature. Not only can you properly organize documents coming from various places, but you can make them easily accessible to your entire team with ease.

Cons:

Backstop can be slow at times, lag and take some time to load.

Vendor Response

Thank you for your feedback, Brett! We are happy to hear that Backstop's document management is your favorite feature. We have flagged your comments about loading time for our product team.

Replied April 2023

Idjaz B.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Reviewed February 2023

Backstop Review - Outlook & Opportunities

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the best friendly user (UI/UX) interface in the space

Cons:

Probably can improve on the accounting/portfolio management side (in terms of functionalities)

Vendor Response

Thank you for your feedback, Idjaz! We are happy to hear that you believe Backstop is one of the most user-friendly interfaces in the space. We have flagged your comments about improving our accounting and portfolio management functionality to our product team.

Replied February 2023

Lianda N.

Verified reviewer

Investment Management

201-500 employees

Used daily for less than 12 months

Reviewed March 2023

I enjoy working with Backstop

Great experience

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use - I love the reporting feature and how easy it is to manage the products / investor info

Cons:

The least - maybe the contacts management, sometimes seems like it could be a little easier - like emails could be emails without requiring first and last name, and old contacts could be better marked as old vs. having to be renamed OLD

Vendor Response

Thank you for your feedback, Lianda! We are happy to hear that you believe Backstop is easy to use and offers helpful features. We have flagged your comments about improving contact management to our product team.

Replied March 2023

Lubna R.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2020

Backstop - CRM Review

I like Backstop and it's important for our team to function. I like the portal usage for our clients. We can maintain all our files/info on one system and publish it for client visibility.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +.

Cons:

The time it takes to run accounts reports and some limitations they have on not being able to customize their performance review sheet or their decks.

Heather K.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Good software - lots of training required.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful.

Cons:

The flexibility of the software can also make things incredibly complicated and difficult to use at times. I'm the official 'power user' of the group - and have got to that position after attending conference, watching videos, and going to Backstop seminars. However - the rest of our group hasn't had the time or the mandate to do so, and it can be time-consuming for them to try to figure out some issues. I don't think that it's a very intuitive system to use at times (until you learn how it works), and that has presented some challenges.

Verified

Reviewer

Investment Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

I've worked in this product for 8 years and am still happy.