About Backstop

Backstop is a cloud-based suite of applications designed to help small to large businesses in the institutional investment industry. The suite provides various solutions to manage customer relationships, portfolios, research, accounting and investor relations. 

Features of Backstop include management of sales and marketing operations, partnership allocation, general ledgers, portfolio planning, private equity and more. Backstop's customer relationship management (CRM) tool 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, ...


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Supported Operating System(s):

Web browser (OS agnostic)

36 Reviews of Backstop

Average User Ratings

Overall

4.31 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(16)

16

4 stars

(16)

16

3 stars

(3)

3

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 36 results

July 2020

Andrew from Waterfront Capital Partners

Verified Reviewer

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

4.0

July 2020

Backstop Review

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

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.

July 2018

Anonymous

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

May 2019

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

5.0

Functionality

3.0

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.

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

September 2018

Kevin from Autonomy Capital

Company Size: 51-200 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

September 2018

Backstop / InvestorBridge Review

My experience has been great thus far, the folks at Backstop have made the implementation process a breeze, they are always available for questions and assistance which is an invaluable part of being a Backstop client.

Pros

Having a cloud based CRM with not only the functionality to store qualitative but also quantitative information is extremely helpful especially as a member of the investor relations team who is constantly servicing investors. Additionally, having the ability to have the CRM be the backdrop that feeds the investor portal is also great, having to only update one system saves time. The professional services team has been extremely helpful as we continue to implement new features.

Cons

Like any software there are limitations however Backstop does a great job at taking feedback and creating new features from that.

August 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

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.

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