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.

The software itself was very easy to use. We had a slightly different need when we started and the staff at IMS was great to respond to our needs.

Very user friendly and helps us with distributions, K-1s, tracking communications.

I like that there is an email functionality embedded and that investors are generally able to retrieve their documents on the portal seamlessly.

The only complaint is setting up some of the more complicated calculations for distributions when there are waterfall calculations.

The K-1 matching engine and the ease with which we can communicate with our clients and get them the up to date information they need.

It also helps us to be more process oriented and in control of our touch points with investors. The software is constantly being improved and bugs are quickly fixed.

Ease of use and functionality of the software.

Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners.

User friendliness and investor focused. We have received very positive feedback from our investor base on the usability and ease of the subscription process and ongoing investment monitoring.

Very happy with the responsiveness and engagement from customer service and our account rep.

The software is very easy to navigate. It provides functionality and operation that is efficient and easy to use for both administrators and investors.

We had been using RealPage OneSite Property Management Software for several years and had been very happy with the implementation process as well as the follow up customer service.

Not having a customer service manager anymore has been a little annoying.

Waterfall calcs were tough to get exactly right.

Looks good but has fundamental failures that impede our operations.

The IMS product has been intuitive from the get-go. My superior and I were impressed with the initial demo and pricing of the product.

I am excited to see the upcoming changes. They are always updating, customizing, and improving their website to better suit our investors.

I find that the customer service team is amazing. They always get back quickly with clear and concise answers.

From the start the IMS staff have been incredibly professional, courteous, responsive, and just nice people. That makes a huge difference.

The platform has significantly improved our efficiency and will ultimately allow us to increase new business.

Very robust and easy to use. CRM integration is very powerful.

IMS was the perfect solution to help manage the growing number of assets and investors.

I have not seen this offered on other tools to the degree it is available on IMS. This is a great strength in this tool and huge win for the multiple sponsors.

I credit the implementation team that guided us through the complex process and constantly encouraged us along the way. I can't thank them enough.

The ability to fund and have investors fill out the esignature agreements and have that connect with the investor portal side, is so helpful and a great time saver.

The ability to create email campaigns based on deal or as a portfolio is a great advantage the system offers. I would say this is one of the tools we use the most when communicating with investors.

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

Web browser (OS agnostic)

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

Investor Management Services is a cloud-based platform, which assists real estate investment firms with customer relationship and document management. Key features include distribution workflow, investor dashboard, request tracking and email templates. 


The application enables users to store contact information, create investor profiles and monitor asset type preferences, regional preferences and investment criteria for multiple clients. Team members can use the waterfall calculator to create rule-based workflows for distribution calculation and export NACHA files to process payments. Additionally, investors can access the dashboard to view real-time investment positions, historical distribution data and customizable performance metrics.


Investor Management Services comes with a mobile application for Android and iOS, which allows investors to share documents and view project information. It is available on monthly subscriptions and support is provided via phone, email and live chat. 



For Property Managers

Document Templates

Contract/License Management

Ad hoc Reporting

Cash Flow Analysis

Electronic Signature

Strategic Planning

Dashboard Creation

Real-Time Notifications

File Sharing

Segmentation

Modeling & Simulation

For Brokers

Customizable Templates

Client/Property Matching

Interaction Tracking

Customizable Branding

Transaction Review

Reporting/Analytics

Contact Database

Summary Reports

Secure Data Storage

Third-Party Integrations

Task Management

Critical Date Alerts

Communication Management

Transaction Management

Multiple plans are available for different business goals. Contact IMS for a pricing quote.

Backstop vs RealPage IMS

User Ratings & Reviews

Pricing

Product Demo & Screenshots

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