When a macro fails, you will very likely lose your file.

There is no introduction or guide for new users so I think there is probably lots of functionality that I am not aware of.

I get frustrated sometimes when my chart export to PowerPoint doesn't work.

Nothing of note, the only thing missing is some customizability.

Macabacus has saved me hundreds of hours on repetitive tasks and improved the quality of my work.

It’s saved me hundreds of hours over the years.

The most impactful features for me are the keyboard shortcuts and navigation tools that help me speed up the time it takes me to build financial models and clean up external files.

Some of the actions cannot be 'undone' if used by mistake.

We work with Finance Manager on modelling pricing strategy with relative ease that are tremendously helpful for our growth strategy.

I find the integration with Excel, the customization tools for modelling and formatting and the ease of use to be exceptional.

I have heard of colleagues sometimes having trouble with plug-in disappearing.

Incapable of use with S&P Capital IQ is the worst part with Macabacus.

For powerpoint, I utilize the formatting shortcuts daily and find it to be the most useful tool. For excel, I mainly use macabacus for precedent and dependent tracking.

Great tool that I wished I had earlier in my career. Would have saved countless hours of building and reviewing models.

The shortcuts and ability to import excel data in PowerPoint is amazing.

Extremely helpful for navigating between office.

Ease of use and pasting into PPT has made using Macabacus great.

Very easy to use, extremely powerful to save time while using excel for modelling purposes and allowing for very useful functionalities.

Whenever I try to do this, the sizing gets messed up or it autofit to the location I am trying to add it to.

When working with multiple documents, that can be somewhat frustrating.

I use the trace / export to powerpoint / word the most. It's a great, low-cost alternative to other high-cost trace functions through capiq or other resources.

For tracing dependents and precedents is great and for importing charts to PPT.

Formula tracing is very useful and more effective than native Excel features. Customizable formatting shortcuts are extremely helpful while building financial models as well.

Overall, a good product for the price and a helpful add-in.

Super pleased w/ the product – I'm a forever user.

Shortcuts are a life savers when modelling to be more time efficient when building.

My overall experience has been great and Macabacus has improved my productivity.

Ease of use, formula / shortcut management, exporting data from excel and tracing source.

Undo functionality is very scary because it doesn't work.

Macabacus is easy to download and integrate into my workflow.

Occasionally plug-in simply disappears and needs to be restarted.

Very easy to use product and transition from legacy applications has been quite easy for all our Advisors and Admins. Their training program and help tools are excellent.

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.

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.

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.

US Dollar

Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to standardize documents and ensure brand consistency. Additionally, it lets stakeholders link Microsoft Excel with Microsoft PowerPoint and Microsoft Word to manage content on a centralized dashboard.

LongDescription

Animation

Media Library

File Management

Charting

Digital Asset Management

Content Library

Template Management

Data Import/Export

Content Management

Data Visualization

Modeling & Simulation

Image Library

"What If" Scenarios

Formula Management

Document Management

Search/Filter

Customizable Reports

Financial Management

Budgeting/Forecasting

Reporting/Analytics

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

Macabacus

Live Online

Webinars

Documentation

Videos

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.



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

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

For Family Offices

Financial Reporting

Profit/Loss Statement

Investor Accounting

Real Time Analytics

Forecasting

Enterprise Risk Management

Operational Risk Management

Lead Capture

Performance Management

Document Storage

Activity Tracking

Private Equity

Task Scheduling

Scenario Planning

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

Deal Management

Calendar Sync

Web browser (OS agnostic)

Contact Backstop Solutions for detailed pricing information.

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