MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Backstop Review

Backstop
Our score: 8.0 User satisfaction: N/A

What is Backstop?

Backstop is a suite of cloud-based equity management software solutions that enables various players in the institutional investment industry to save more time and increase their productivity. This collection of tools helps businesses improve their relationships with their clients and partners, comprehensively handle multiple types of assets and investment portfolios, centralize research activities, and streamline marketing processes.

Backstop’s software solutions make it easy for financial advisors and consultants, insurance agencies, private equity managers, hedge funds, funds of funds, endowments and foundations, and family offices to execute their day-to-day tasks. This allows them to excel in what they do and eliminate the challenges they are often experiencing.

The suite provides a centralized database where users can store and retrieve all the financial information and documents they need. With such capability, they will be able to effortlessly handle investment portfolios, analyze various plans and strategies, and come up with the effective investment decisions. 

Show More

Overview of Backstop Benefits

Centralized Financial Data 

Capital, equity, and asset managers can maximize Backstop in organizing, accessing, and analyzing financial data. The equity management suite places all their financial information and documents in a central database. With this, they will be able to come up with smart investment decisions and build stronger relationships with their clients.

Simplified Asset and Investment Portfolio Management

Backstop simplifies how users handle various types of assets and investment portfolios, encompassing hedge funds, funds of funds, capital accounts, and private equities. The suite makes it possible for them to easily track investments and produce the needed reports, such as those related to liquidity terms, calculations, and different investment scenarios. They can also assess if the investments they are currently managing are profitable or not as well as distribute assets wisely.

Streamlined Research Activities

Backstop provides a set of solutions that streamlines research activities. Users are given quick access to all subjective, qualitative, and quantitative data they need for their research processes and tasks. These research data are collected from different data providers and sources. They can take advantage of the research management tools regardless if they are managing and analyzing investment portfolios for a single family or multiple families.

Marketing Management and Monitoring

Backstop permits users to monitor and handle their marketing campaigns and activities with ease. All communications, documents, and reports associated with prospective clients and investors are organized in a central area. As a result, they can easily look for opportunities to raise capital as well as gain insights into the effectiveness of their marketing and sales initiatives.

Show More

Overview of Backstop Features

  • Centralized Financial Data & Documents
  • Multi-Class Asset & Portfolio Management
  • Research
  • Investor Relationship Management
  • Reporting Portal
  • Analytics & Statistics
  • Marketing Campaign Management

Backstop Position In Our Categories

Because businesses have their own business wants, it is only reasonable they avoid choosing a one-size-fits-all, ”best” business application. Just the same, it is hard to try to stumble on such application even among sought-after software systems. The rational thing to undertake would be to take note of the different chief factors which need deliberation including key features, packages, technical skill aptitude of staff, business size, etc. Thereafter, you should do the research systematically. Go over some Backstop reviews and scrutinize each of the solutions in your list more closely. Such detailed research ensure you weed out unsuitable apps and select the system that includes all the tools your business requires for optimal results.

Position of Backstop in our main categories:

Each organization has different needs and requires an application that can be customized for their size, kind of staff members and clients, and the particular industry they are in. For these reasons, no system can offer perfect tools out-of-the-box. When you search a software system, first be sure what you need it for. Read some Backstop Financial Reporting Software reviews and ask yourself do you desire basic tools or do you want sophisticated tools? Are there any industry-specific functionalities that you are seeking? Get the answers to these questions to assist your search. There are plenty of aspects that you need to mull over and these include your budget, particular business needs, your company size, integration needs etc. Take your time, try out a few free trials, and finally select the system that provides all that you require to boost your company effectiveness and productivity.

How Much Does Backstop Cost?

Backstop Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Show More

What are Backstop pricing details?

Backstop Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Backstop enterprise pricing is only available by quote. Reach out to the vendor for information.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you choose to purchase a Financial Reporting Software it’s important not only to learn how professionals rank it in their reviews, but also to discover if the real people and enterprises that purchased this software are indeed content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Backstop reviews across a vast array of social media sites. The information is then presented in an easy to digest way indicating how many users had positive and negative experience with Backstop. With that information at your disposal you will be prepared to make an informed purchasing choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise
  • Open API

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Backstop?

Backstop supports integrations with data sources, reporting engines, and other external systems.

Note

Backstop
is waiting for
your first review.

Arrow

Write your own review of this product

ADD A REVIEW

More reviews from 0 actual users:

women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

Share
Tweet
Share