Backstop 2026: Benefits, Features & Pricing

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On this page

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?

Andrew K.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

Backstop Review

The wide range of functionality is a good solution for various needs across different departments.

Ratings Breakdown

Ease of use

Functionality

Pros:

This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.

Cons:

The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.

Ajay S.

Verified reviewer

Investment Management

51-200 employees

Used weekly for more than 2 years

Reviewed April 2023

Backstop Review of Investor Relations module

Overall, great saas software with flexibility for users and management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use product and transition from legacy applications has been quite easy for all our Advisors and Admins. Their training program and help tools are excellent.Very customizable product

Cons:

While APIs are for all out of box data integration, it can be better exposed with custom data fields specific to each client

Reasons for choosing Backstop

For better cost, infrastructure, Easy of usage. Better functionality

Reasons for switching to Backstop

For better infrastructure, Easy of usage. Better functionality.

Vendor Response

Thank you for your feedback, Ajay! We are happy to hear that Backstop' has been easy to use and that our training program and help tools are helpful features. We have flagged your comments APIs for our product team.

Replied April 2023

Verified

Reviewer

Investment Management

2-10 employees

Used daily for less than 12 months

Review source

Reviewed May 2019

Mostly for reporting, needs improvement on analysis

Experience is overall positive, although the company does have serious issues that it needs to address to compete with other investment analysis softwares that exist. Interface / plugins need work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Strong in terms of accounting and tracking capeabilities

Cons:

Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues

Jeannine M.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed March 2023

Backstop Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Valuable calculations and contact management

Cons:

Lack of flexibility in the UI. Limited integration between contact data and account data.

Reasons for choosing Backstop

Initially we choose Backstop over other products because it also had an investor portal capability. In the end we did not implement the investor portal due to limitations on UI and data.

Vendor Response

Thank you for your feedback, Jeannine! We are happy to hear that Backstop is helpful when it comes to valuable calculations and contact management. We have flagged your comments about improving the flexibility in the UI to our product team.

Replied March 2023

Verified

Reviewer

Financial Services

Used daily for more than 2 years

Review source

Reviewed July 2018

Ready-to-use CRM with sensible extensibility

A cloud-based CRM to centrally store business contacts, collaterals, qualitative and quantitative data and share amongst different departments. Combing Report Builder, Excel Toolkit and API allows end-users to self-serve business intelligence.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Backstop hits the sweet spot between features and extensibility. Out of the box, the platform meets 70-80% of our business requirements. Our firm fortunately has the know-how to use API and Excel Toolkit (ETK) to cover the last mile. Most importantly, the product team listens to its customers and continually enhances the platform based on our input. You would unlikely get such feedback loops from the likes of Salesforce, Oracle or Microsoft.

Cons:

Compared to a CRM startup that has unlimited flexibility to innovate, Backstop may seem more mature and risk-averse. The UI/UX seems a little dated, and mobile-responsiveness and mobile app have room for improvements. The labeling of different data entry screens should be more standardized as well.

Verified

Reviewer

Investment Management

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Quality Product in a World with Many Competitors

Great tool for investment team to track meetings/calls as well as manage our massive database of documents. The team has always been willing to help with initiatives we have in the system and overall, my organization views Backstop as a central hub for much of our investment management work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clean look, high quality search capability, strong reporting tools to extract data, very good customer support, Backstop team is always looking for ways to improve the software, overall the best CRM/document storage/high level investment management tool on the market

Cons:

Still missing some vital Private Equity components, still lacking in cash management functionality, far behind in mobile app technology, would like to see more analytical capabilities rather than just high level investment information

Verified

Reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2018

Backstop Review

Backstop has been my preferred CRM at four different institutions I have worked at over the past 10 years. It is very intuitive and user-friendly. The sales/support team will work with you for any bespoke request and will help you customize the product to fit your firm and team's optimal needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Backstop is extremely customizable and therefore can meet every clients' needs. The platform is very helpful for centralizing all existing and prospective client information.

Cons:

I am not an active user of the Investor Bridge but in demo, did not find that to be very good.

Verified

Reviewer

Printing

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Backstop Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use software that is very customizable. We utilize a balanced combo of out of the box features along with unique layouts to track tasks that are more specific to us. Backstop's staff and support teams are great. They are always willing to go the extra mile to solve an issue.

Cons:

Reporting can be a little onerous with the sheer volume of reportable data. There is a learning curve and a little extra effort required to get the reporting to meet your needs.

Verified

Reviewer

Investment Management

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Excellent CRM Platform!

Overall, I am very pleased with the platform. Our team has come to use it in-depth and daily!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Backstop is a central hub for all of our relationships and reporting. The system is very easy to use, customizable, very robust, and the excel add-ins allow us to build sophisticated reports to match our daily needs and wants.

Cons:

While the platform overall is very customizable, there are certain aspects that aren't. For example, the opportunities section under the organization comes standard, and some of the information is irrelevant to use.

Verified

Reviewer

Financial Services

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Backstop Streamlines Team Communication

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Backstop allows us to streamline our communication as allocators, with the ability to upload notes, files and documents in a systematic way.

Cons:

It is a very powerful piece of software; there is a lot Backstop is capable of that we aren't taking advantage of. It takes a lot of time to get the most use out of the software.

Showing 1 - 10 of 46 Reviews

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