--- title: "Backstop Software Reviews, Demo & Pricing - 2026" description: "Review of Backstop Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/investment-management/backstop-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / Backstop Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Backstop Review From $3,000/year 1 plan Wondering if Backstop is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews - Popular Comparisons ## Overview Backstop 4.3 [(46)](https://www.softwareadvice.com/equity-management/backstop-profile/#reviews) 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. Wondering if Backstop is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. ## Backstop User Interface ## Popular Backstop Alternatives Main Product Backstop 4.3 [(46)](https://www.softwareadvice.com/equity-management/backstop-profile/#reviews) Ratings Breakdown - 4.15Ease of use - 4.03Value for money - 4.42Customer support - 4.24Functionality Pricing Starting at $3000.00 per year Get Price Alternative Product [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) 4.3 [(716)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 3.99Value for money - 3.98Customer support - 4.22Functionality Pricing Available upon request Get Price Alternative Product [Allvue](https://www.softwareadvice.com/equity-management/allvue-profile/) 5.0 [(1)](https://www.softwareadvice.com/equity-management/allvue-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 4.0Customer support - 5.0Functionality Pricing Starting at $1.00 per year Get Price Alternative Product [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.2 [(2068)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Ratings Breakdown - 3.97Ease of use - 3.86Value for money - 3.82Customer support - 4.21Functionality Pricing Available upon request Get Price Alternative Product [PackHedge](https://www.softwareadvice.com/product/473991-PackHedge/) 4.9 [(11)](https://www.softwareadvice.com/product/473991-PackHedge/#reviews) Ratings Breakdown - 4.36Ease of use - 4.70Value for money - 4.91Customer support - 4.45Functionality Pricing Starting at CHF5000.00 per year Get Price Alternative Product [Workday Financial Management](https://www.softwareadvice.com/accounting/workday-financial-management-profile/) 4.4 [(88)](https://www.softwareadvice.com/accounting/workday-financial-management-profile/reviews/) Ratings Breakdown - 4.11Ease of use - 4.22Value for money - 4.28Customer support - 4.39Functionality Pricing Starting at $50.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 ## Backstop customer ratings - Overall rating: 4.3/5 - Total reviews: 46 ### Rating distribution - 5 stars: 19 reviews (41%) - 4 stars: 23 reviews (50%) - 3 stars: 3 reviews (7%) - 2 stars: 1 reviews (2%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.2/5 - Value for money: 4.0/5 - Customer support: 4.4/5 - Functionality: 4.2/5 --- Have you used Backstop and would like to share your experience with others? ### Easy and Functional! - Overall rating: 4/5 - Reviewer: Kent M. - Verified reviewer: Yes - Industry: Investment Management - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Happy user - Overall rating: 4/5 - Reviewer: Imre J. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 5/5 #### 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 --- ### Very handy SaaS solution for investment business - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used weekly for less than 12 months - Reviewed: September 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 3/5 - Value for money: 2/5 - Customer support: 4/5 - Functionality: 3/5 #### 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. --- ### Backstop - Functional, Collaborative, Efficient - Overall rating: 4/5 - Reviewer: Brett M. - Verified reviewer: Yes - Industry: Investment Management - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 --- ### Backstop Review - Outlook & Opportunities - Overall rating: 4/5 - Reviewer: Idjaz B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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 --- ### I enjoy working with Backstop - Overall rating: 5/5 - Reviewer: Lianda N. - Verified reviewer: Yes - Industry: Investment Management - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Great experience #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Backstop - CRM Review - Overall rating: 4/5 - Reviewer: Lubna R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Good software - lots of training required. - Overall rating: 4/5 - Reviewer: Heather K. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### I've worked in this product for 8 years and am still happy. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Investment Management - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered We are happy with this service and see no reason to change. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software is a great value compared to other products available. #### Cons When an update to the software is needed it can take a long time to receive an update. --- ### Backstop Review - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Functionality: 3/5 #### Pros All the information is always made clear and readily available. #### Cons The run time is slow compared to alternatives which only provide simpler services. --- Showing 1 - 10 of 46 Reviews Load More Reviews ## Backstop Popular Comparisons [Dynamo Software vs Backstop](https://www.softwareadvice.com/compare/127096-backstop/vs/131884-Dynamo/) ## Other Top Recommended Financial CRM Software [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** (49) Recently recommended **40** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **35** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **33** times [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) **4.0** (3) Recently recommended **23** times Stuck Between Options? 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