Backstop
About Backstop
Backstop Pricing
Contact Backstop Solutions for detailed pricing information.
Starting price:
$3,000.00 per year
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for Backstop
1 - 5 of 46 Reviews
Kenneth
Financial Services, 51 - 200 employees
Used more than 2 years
OVERALL RATING:
4
Reviewed March 2022
Ready-to-use CRM with sensible extensibility
Andrew
Verified reviewer
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
FUNCTIONALITY
4
Reviewed July 2020
Backstop Review
The wide range of functionality is a good solution for various needs across different departments.
PROSThis a good data aggregator for client information, history and data. The functionality servers a lot of different uses.
CONSThe ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.
Ajay
Investment Management, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2023
Backstop Review of Investor Relations module
Overall, great saas software with flexibility for users and management
PROSVery 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
CONSWhile APIs are for all out of box data integration, it can be better exposed with custom data fields specific to each client
Reason 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
Anonymous
2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
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.
PROSStrong in terms of accounting and tracking capeabilities
CONSInterface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues
Jeannine
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2023
Backstop Review
Valuable calculations and contact management
CONSLack of flexibility in the UI. Limited integration between contact data and account data.
Reason 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
