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Backstop REVIEW

Financial Reporting Software

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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. 

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.

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

Backstop is also listed in the following subcategories:

Financial Reporting Software#37
Financial Reporting Software#37

Each enterprise has its own characteristics, and may call for a special Financial Reporting Software solution that will be designed for their company size, type of clients and employees and even individual industry they deal with. It's not wise to count on getting a perfect solution that is going to work for every company regardless of their history is. It may be a good idea to read a few Backstop reviews first and even then you should remember what the solution is intended to do for your company and your staff. Do you require a simple and intuitive service with just essential functions? Will you actually use the complex functionalities needed by experts and big enterprises? Are there any particular tools that are especially practical for the industry you operate in? If you ask yourself these questions it will be much easier to locate a reliable software that will match your budget.

How Much Does Backstop Cost?

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

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Backstop reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Backstop. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted
  • On Premise
  • Open API

What Support Does This Vendor Offer?


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.

What integrations are available for Backstop?

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

User reviews

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