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

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.

The flexibility of the software can also make things incredibly complicated and difficult to use at times.

Investment consulting - Good software - lots of training required.

Hotkeys for more advance searches. Integration with internal logins and ability to store large data sets.

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

This software is a great value compared to other products available.

I love the simplicity and ease of use of the software.

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.

I like Backstop and it's important for our team to function.

More standardized risk and return performance reports.

Reporting is a bit cumbersome and slow. Customization is limited.

Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.

Easy to customize reports and fields. I like the formula functions on the reports.

There are so many fields to choose from, sometimes you are lost.

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

With Backstop, we are able to track our investor relations work with ease. In addition, customer feedback is very important and the support team is extremely responsive and supportive.

Still new using, but I like how it can be customized to fit our needs.

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

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.

It's hard to organize the data. We always have duplicates.

Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.

Analytical tools are great. The software is also very flexible and allows for individual customization of many items.

Great tool for investment team to track meetings/calls as well as manage our massive database of documents.

Backstop's staff and support teams are great. They are always willing to go the extra mile to solve an issue.

Service desk is always very responsive and helpful which has been important for us as our software usage changed time to time.

The software is very customizable and the developers and support team are very knowlegable about how the product can be configured for your organizations direct needs.

I enjoy the ability to customize areas that are useful to our facilities.

Cost Effective solution thats was easy to support.

Great company that is always moving forward. Fun to work with, innovative and true partners.

There are other aspects of this software that I don't access as they are difficult to navigate and not intuitive.

We have been using the Perspective system since the summer of 2008 and have been very happy with it.

The product is affordable, and easy to use and track incidents. It also provides a great ROI and helps prove a security department's worth.

The customer support is very helpful and will return requests in a timely manner.

The only complaint I have is that sometimes the program runs slowly.

There i have find multiple user friendly options and easy to access the and accurate results in the reports.

I like the feature of the chimes when someone else makes an entry so you know it has been entered. It seems like a small thing but is very helpful when busy and working on other duties.

Its parent company has changed and longtime users may perhaps be unaware of the company's future relative to the product.

Excellent products and an even better team to support the products.

Apart from all the features, the following are a few notable mentions: the application is easy to use, the graphical user interface is simple and intuitive.

My staff complain that they cannot get what they need using onboard tools and are dissatisfied that they have to purchase other software to run the reports and analytics that they need.

Excellent tool for documenting incidents; and subsequent report generation.

Upgrading from version to version is quite disruptive to our operations and we have typically found a fatal error the past few times we have upgraded.

An excellent tool to build your audit world, plan, mandates and reporting based on your needs.

Very good tool to generate quick and accurate reports, to be able to carry a documentation of the incidents is great.

Lagging is a huge problem when several people are calling out checks at the same time and I cannot keep up because the program is running so slowly.

I greatly enjoy working in the system, the Resolver team in fantastic and very responsive. Any issues that may come up (rare though they are) are handled quickly.

Best of all, they not only took our suggestions to customize our product, but rather took those suggestions and customized the base product which gets rolled out in an update to all users.

Working with Resolver has been a great experience, the application as well as the service delivery.

Some of the key information is not easily searchable, which means for long waiting periods. Moving files into the program is limiting.

I like the ability to have multiple users work on the same file at the same time. The ease of creating reports frees up my time to do other tasks.

On a monthly basis, we take in more than 1,200 incidents. The Perspective product is the vital backbone to our investigations unit.

Having previously submitted evidence from prior audits is very helpful during audits in progress. While the product is great, the support team is what makes the overall experience the exceptional.

US Dollar

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.



LongDescription

For Sell-Side Firms

For Hedge Funds

Fee Management

Access Controls/Permissions

For Investors & Traders

General Ledger

Bank Reconciliation

For Venture Capital

Financial Analysis

Relationship Tracking

Transaction History

Portfolio Management

Pipeline Management

Real Estate

Portfolio Analysis

Team Assignments

Calendar Management

Collaboration Tools

For Buy-Side Firms

Template Management

Data Import/Export

Accounting

Contact Management

Portfolio Accounting

For Investment Advisors

Lead Management

Multi-Currency

Email Marketing

Mobile Access

Compliance Management

Performance Metrics

Territory Management

Manager Profiling

Benchmarking

Marketing Automation

Portfolio Rebalancing

Role-Based Permissions

Client Portal

Investor Management

For Fund of Funds

Reporting & Statistics

Sales Automation

For Real Estate

Performance Analysis

Investments Tracking

For Multi-Family Offices

Partnership Accounting

Asset Lifecycle Management

Compliance Tracking

Monitoring

Fund Management

Client Management

Drag & Drop

Investor Reporting

Campaign Management

Document Management

For Family Offices

Financial Reporting

Profit/Loss Statement

Search/Filter

Investor Accounting

Real Time Analytics

Forecasting

Enterprise Risk Management

Operational Risk Management

Lead Capture

Performance Management

Customizable Reports

Document Storage

Activity Tracking

Private Equity

Task Scheduling

Scenario Planning

Financial Management

Risk Assessment

Risk Analysis

Customer Database

Customizable Fields

Portfolio Modeling

Risk Management

Email Templates

Self Service Portal

Audit Trail

Valuation Management

Sales Reports

Real Time Data

Historical Reporting

Vendor Management

Workflow Management

Email Management

Visual Analytics

Activity Dashboard

Alerts/Notifications

Investment Management

Modified Dietz Analysis

Data Visualization

Deal Management

Calendar Sync

Contact Backstop Solutions for detailed pricing information.

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

2-10

11-50

51-200

201-500

501-1000

1000+

Backstop

In Person

Live Online

Webinars

Documentation

Videos

Resolver’s risk management software is a cloud-based solution for midsize to larger enterprises that serves customers across a variety of industries and business needs. These industries include banking and financial services, healthcare and hospitals, insurance, academic institutions, critical infrastructure organizations, airports, oil and gas, utilities, manufacturers, pharmaceuticals, hospitality, high tech, government, retail, real estate, and more.


The software enables users to manage their risk aversion and mitigation plans, budgets, and forecasts all from a single solution. It assists in connecting risks to incidents, so that assessments of what could happen are linked to what did happen. With this connection, you can quantify the impact of your risk mitigation plans, identify where your risk register has gaps, and where risk assessments were overly confident. Users can create customized reports and make data-driven decisions with full visibility into their organization.


Resolver’s software is cloud-based and is supported on desktop, tablet, and mobile devices. Key features include automated risk processes, custom trigger alerts, risk scoring, real-time continuous risk assessments, configurable drag-and-drop dashboards, ISO management, response management, internal controls management, ERM, and ORM. It can be integrated with incident management, compliance, IT risk and compliance, vendor risk, and internal audit applications.



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