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.

Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date.

The overall benefit of using Certent is that it has save us time during month-end.

We tried to set up the Section 16 module, but with our company having some legacy plans before we spun from our parent, it was becoming too difficult and too costly to properly pull in that data.

Their customer support is outstanding. When I've had an issue, they've addressed it immediately.

Ease of use, user interface friendly, great and timely customer support.

This software is easy to use and the reporting tools are great.

Certent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.

It is a simple tool to help me keep track of my stock options.

The financial reporting is good and gets us where we need to be come audit time. Integration with various brokers is helpful for tailoring uses for different company needs.

I am very pleased with the product and value of the software, it is built to handle corporations much larger and complex than us, but it is still user friendly to our needs, and is still affordable.

Reports have weird names. Refreshing to fidelity's isn't always the easiest.

The software is missing some key features that will impact the future.

I am always comfortable that if I have a question I have the support desk to help me.

They take something that is already difficult for many people to understand and make it worse by having  a terrible UI, and login and authentication process.

Software provides forecasting which has been extremely powerful especially in these economic times.

Also, there is limited Pay vs. Performance functionality.

Can be so fickle with timing of the activity. Not very fluid to correct misinformation from data uploads.

The system can hand any time of award our organization would like to grant, and it has all the tools necessary for accounting, activity, and regulatory requirements.

The website has a robot to answer some basic questions which save me time. It is very clear to know how much I have for the stocks, easy and simple.

In the beginning, we had a dedicated account representative, but that person has changed a few times over the years and we've lost touch.

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

•Transmit information seamlessly between existing data sources.

•Your choice of broker and payroll providers
 
•Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant

•Self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement

•Ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements

•Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting"

Backstop vs Certent Equity Management

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