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Sobre Backstop

A Backstop Solutions oferece soluções de produtividade baseadas na nuvem para empresas de investimento institucional e gerentes de ativos alternativos.

Saiba mais sobre o Backstop

Vantagens:

Hotkeys for more advance searches. Integration with internal logins and ability to store large data sets.

Desvantagens:

It's hard to organize the data. We always have duplicates.

Notas do Backstop

Pontuação média

Praticidade
4,2
Atendimento ao cliente
4,4
Recursos
4,2
Relação qualidade/preço
4,0

Probabilidade de recomendação

7,9/10

O Backstop tem uma classificação geral de 4,3 em 5 estrelas com base em 46 avaliações de usuários no Capterra.

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Filtrar avaliações (46)

Andrew
Andrew
Controller, CPA, EUA
Usuário do LinkedIn Verificado
Serviços financeiros, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop Review

5,0 há 4 anos

Comentários: The wide range of functionality is a good solution for various needs across different departments.

Vantagens:

This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.

Desvantagens:

The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.

Ajay
Head of Technology, Client Services and Advisory, EUA
Gestão de investimentos, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Backstop Review of Investor Relations module

4,0 ano passado

Comentários: Overall, great saas software with flexibility for users and management

Vantagens:

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.Very customizable product

Desvantagens:

While APIs are for all out of box data integration, it can be better exposed with custom data fields specific to each client

Resposta do Backstop Solutions Group

ano passado

Thank you for your feedback, Ajay! We are happy to hear that Backstop' has been easy to use and that our training program and help tools are helpful features. We have flagged your comments APIs for our product team.

Avaliador Verificado
Usuário do LinkedIn Verificado
Gestão de investimentos, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Mostly for reporting, needs improvement on analysis

3,0 há 5 anos

Comentários: Experience is overall positive, although the company does have serious issues that it needs to address to compete with other investment analysis softwares that exist. Interface / plugins need work.

Vantagens:

Strong in terms of accounting and tracking capeabilities

Desvantagens:

Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues

Jeannine
Chief Administrative Officer, Hong Kong
Serviços financeiros, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Backstop Review

4,0 ano passado

Vantagens:

Valuable calculations and contact management

Desvantagens:

Lack of flexibility in the UI. Limited integration between contact data and account data.

Resposta do Backstop Solutions Group

ano passado

Thank you for your feedback, Jeannine! We are happy to hear that Backstop is helpful when it comes to valuable calculations and contact management. We have flagged your comments about improving the flexibility in the UI to our product team.

Imre
Senior Associate, EUA
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Happy user

4,0 ano passado

Vantagens:

Website features and having all clients related files in one spot.

Desvantagens:

Support and the outlook feature. Suggestions for improvements to the system are slow to implement or ignored or half fixed.

Resposta do Backstop Solutions Group

ano passado

Thank you for your feedback, Imre! We are happy to hear that you believe Backstop offers helpful features. We have flagged your comments about improving support and Outlook features to our product team.

Avaliador Verificado
Usuário do LinkedIn Verificado
Serviços financeiros
Usou o software para: Mais de dois anos
Fonte da avaliação

Ready-to-use CRM with sensible extensibility

5,0 há 6 anos

Comentários: A cloud-based CRM to centrally store business contacts, collaterals, qualitative and quantitative data and share amongst different departments. Combing Report Builder, Excel Toolkit and API allows end-users to self-serve business intelligence.

Vantagens:

Backstop hits the sweet spot between features and extensibility. Out of the box, the platform meets 70-80% of our business requirements. Our firm fortunately has the know-how to use API and Excel Toolkit (ETK) to cover the last mile. Most importantly, the product team listens to its customers and continually enhances the platform based on our input. You would unlikely get such feedback loops from the likes of Salesforce, Oracle or Microsoft.

Desvantagens:

Compared to a CRM startup that has unlimited flexibility to innovate, Backstop may seem more mature and risk-averse. The UI/UX seems a little dated, and mobile-responsiveness and mobile app have room for improvements. The labeling of different data entry screens should be more standardized as well.

Avaliador Verificado
Usuário do LinkedIn Verificado
Gestão de investimentos, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Quality Product in a World with Many Competitors

4,0 há 5 anos

Comentários: Great tool for investment team to track meetings/calls as well as manage our massive database of documents. 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.

Vantagens:

Clean look, high quality search capability, strong reporting tools to extract data, very good customer support, Backstop team is always looking for ways to improve the software, overall the best CRM/document storage/high level investment management tool on the market

Desvantagens:

Still missing some vital Private Equity components, still lacking in cash management functionality, far behind in mobile app technology, would like to see more analytical capabilities rather than just high level investment information

Avaliador Verificado
Usuário do LinkedIn Verificado
Serviços financeiros, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop Review

5,0 há 6 anos

Comentários: Backstop has been my preferred CRM at four different institutions I have worked at over the past 10 years. 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.

Vantagens:

Backstop is extremely customizable and therefore can meet every clients' needs. The platform is very helpful for centralizing all existing and prospective client information.

Desvantagens:

I am not an active user of the Investor Bridge but in demo, did not find that to be very good.

Avaliador Verificado
Usuário do LinkedIn Verificado
Impressão, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop Review

4,0 há 5 anos

Vantagens:

Easy to use software that is very customizable. We utilize a balanced combo of out of the box features along with unique layouts to track tasks that are more specific to us. Backstop's staff and support teams are great. They are always willing to go the extra mile to solve an issue.

Desvantagens:

Reporting can be a little onerous with the sheer volume of reportable data. There is a learning curve and a little extra effort required to get the reporting to meet your needs.

Avaliador Verificado
Usuário do LinkedIn Verificado
Gestão de investimentos, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Excellent CRM Platform!

5,0 há 5 anos

Comentários: Overall, I am very pleased with the platform. Our team has come to use it in-depth and daily!

Vantagens:

Backstop is a central hub for all of our relationships and reporting. 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.

Desvantagens:

While the platform overall is very customizable, there are certain aspects that aren't. For example, the opportunities section under the organization comes standard, and some of the information is irrelevant to use.

Lubna
Client Engagement Associate, Canadá
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop - CRM Review

4,0 há 4 anos

Comentários: I like Backstop and it's important for our team to function. I like the portal usage for our clients. We can maintain all our files/info on one system and publish it for client visibility.

Vantagens:

User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +.

Desvantagens:

The time it takes to run accounts reports and some limitations they have on not being able to customize their performance review sheet or their decks.

Kevin
Investor Relations, EUA
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop / InvestorBridge Review

4,0 há 6 anos

Comentários: My experience has been great thus far, the folks at Backstop have made the implementation process a breeze, they are always available for questions and assistance which is an invaluable part of being a Backstop client.

Vantagens:

Having a cloud based CRM with not only the functionality to store qualitative but also quantitative information is extremely helpful especially as a member of the investor relations team who is constantly servicing investors. Additionally, having the ability to have the CRM be the backdrop that feeds the investor portal is also great, having to only update one system saves time. The professional services team has been extremely helpful as we continue to implement new features.

Desvantagens:

Like any software there are limitations however Backstop does a great job at taking feedback and creating new features from that.

Vivian
Client Portfolio Management Associate, Canadá
Gestão de investimentos, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Great CRM software

5,0 há 5 anos

Comentários: Satisfied. The software is developing rapidly to meet clients' needs.

Vantagens:

Designed for investment management companies. Reports and layouts are very customizable.

Desvantagens:

The fund/account structure/logic is designed for U.S. clients mostly which are not all applicable for Canadian users.

Brett
Investment Analyst, EUA
Gestão de investimentos, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Backstop - Functional, Collaborative, Efficient

4,0 ano passado

Comentários: We are solving an organizational need with the use of Backstop. Additionally, the platform offers analytical tools that would otherwise take a lot of hours to do manually. Lastly, the ability to log returns and other metrics we track is crucial to our process.

Vantagens:

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.

Desvantagens:

Backstop can be slow at times, lag and take some time to load.

Resposta do Backstop Solutions Group

ano passado

Thank you for your feedback, Brett! We are happy to hear that Backstop's document management is your favorite feature. We have flagged your comments about loading time for our product team.

Heather
Investor Relations, Reino Unido
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Good software - lots of training required.

4,0 há 5 anos

Vantagens:

The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful.

Desvantagens:

The flexibility of the software can also make things incredibly complicated and difficult to use at times. I'm the official 'power user' of the group - and have got to that position after attending conference, watching videos, and going to Backstop seminars. However - the rest of our group hasn't had the time or the mandate to do so, and it can be time-consuming for them to try to figure out some issues. I don't think that it's a very intuitive system to use at times (until you learn how it works), and that has presented some challenges.

Marc
Head of New Products & Business Development, Hong Kong
Gestão de investimentos, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Ovata

4,0 ano passado

Comentários: Helpful tool to streamline and organize work flow.

Vantagens:

Ease of use, functionality, app is well-designed.

Desvantagens:

Plug-in to Outlook could be more seamless.

Resposta do Backstop Solutions Group

ano passado

Thank you for your feedback, Marc! We are happy to hear that you believe Backstop is easy to use and the app is well-designed. We have flagged your comments about improving Backstop for Outlook to our product team.

Maria
Client Services Manager, EUA
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop and Backstop Portal

5,0 há 6 anos

Comentários: Prior to using Portal we emailed all investor documents individually, now we disseminate documents to investors through Backstop Portal and use it as our website host. Backstop CRM is how we track opportunities, investors, send out emails and keep track of events. Having one system to do so many tasks makes life much easier.

Vantagens:

Simple, easy to use, can be customized to fit the needs of the organization. Support is outstanding. Definitely the best of the dozen CRM/portal systems I've used over a 20+ year career in Finance.

Desvantagens:

Reporting is still a bit slow and cumbersome.

Chris
CTO, EUA
Gestão de investimentos, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Small Hedge Fund uses Backstop

5,0 há 6 anos

Comentários: Great for tracking fundraising process. Simple and easy to use. We selected Backstop about a year ago after a very thorough search of all FinTec CRM Systems, including Dynamo, Imagineer and many others. Backstop was the clear winner.

Vantagens:

Excellent support on Setup. Easily able to import/create contacts, organizations and opportunities. Import/Export capabilities are good. Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.

Desvantagens:

Reporting is a bit cumbersome and slow. Customization is limited. Email integration created a huge headache, but was solved quickly. Outlook and Excel add-ins crash occasionally

Grace
Operations & Compliance Associate, EUA
Gestão de investimentos, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop Review

5,0 há 2 anos

Comentários: Backstop helps us successfully organize all of our investor information in a way that is easy for everyone to access. Looking up information about investors and their accounts is a quick process now.

Vantagens:

Backstop is intuitive and easy to use.

Desvantagens:

The reporting features sometimes seem a little complicated.

Resposta do Backstop Solutions Group

há 2 anos

Hi Grace, thank you for your feedback! We are happy to hear that Backstop is intuitive and easy to use. We have flagged your comments about the reporting features for our product team to review and consider.

Lianda
Client Services Associate, EUA
Gestão de investimentos, 201–500 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

I enjoy working with Backstop

5,0 ano passado

Comentários: Great experience

Vantagens:

Easy to use - I love the reporting feature and how easy it is to manage the products / investor info

Desvantagens:

The least - maybe the contacts management, sometimes seems like it could be a little easier - like emails could be emails without requiring first and last name, and old contacts could be better marked as old vs. having to be renamed OLD

Resposta do Backstop Solutions Group

ano passado

Thank you for your feedback, Lianda! We are happy to hear that you believe Backstop is easy to use and offers helpful features. We have flagged your comments about improving contact management to our product team.

Jose
CFO, EUA
Gestão de investimentos, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Single Family Office - Portfolio Management and Investor Reporting

5,0 há 5 anos

Comentários: I have been a user for almost 6 years now and I have been the software improved dramatically. They never stop innovating with the end user in mind.

Vantagens:

Analytical tools are great. The software is also very flexible and allows for individual customization of many items.

Desvantagens:

The reporting engine is a bit outdated and the least user friendly part of the software. My understanding is they are working on a new reporting engine and we should see improvement soon.

Gina
Investor Relations, EUA
Gestão de investimentos, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop Review

4,0 há 6 anos

Comentários: The customer service for Backstop is top notch. Everyone is eager to assist with questions or concerns. Their coffee break sessions are helpful tutorials to stay fresh on new features.

Vantagens:

This is an excellent software to track and monitor investor activity, communications, and account flows.

Desvantagens:

Because the software is so customizable, it takes time to build some of the reports.

Avaliador Verificado
Usuário do LinkedIn Verificado
Serviços financeiros, 1.001–5.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Backstop Streamlines Team Communication

5,0 há 5 anos

Vantagens:

Backstop allows us to streamline our communication as allocators, with the ability to upload notes, files and documents in a systematic way.

Desvantagens:

It is a very powerful piece of software; there is a lot Backstop is capable of that we aren't taking advantage of. It takes a lot of time to get the most use out of the software.

Kelsey
Legal & Compliance Coordinator, EUA
Gestão de investimentos, 51–200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Always Improving

5,0 há 5 anos

Comentários: Great. Responsive and professional team that always seems to be working!

Vantagens:

The effort BS puts in to customize and update our version of the software to make sure it is as user-friendly as possible and always expanding for more use purposes.

Desvantagens:

Updates seem to affect other components of the software that are not intended. When updates are made, it would be ideal that a little bubble pops up to say "this is new" to ensure the new options are utilized/made known.

Idjaz
Data Analyst, Maurício
Serviços financeiros, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Backstop Review - Outlook & Opportunities

4,0 ano passado

Vantagens:

One of the best friendly user (UI/UX) interface in the space

Desvantagens:

Probably can improve on the accounting/portfolio management side (in terms of functionalities)

Resposta do Backstop Solutions Group

ano passado

Thank you for your feedback, Idjaz! We are happy to hear that you believe Backstop is one of the most user-friendly interfaces in the space. We have flagged your comments about improving our accounting and portfolio management functionality to our product team.