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Altvia vs Backstop: Which is a better fit?

Updated on October 3rd, 2023
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Summary
Features in Investment Management
15
37
29
Best performer
37
  • API
  • Audit Trail
  • Document Management
User satisfaction
4.8
User reviews11
Ease of use
4.3
Functionality
4.7
Value for money
4.8
Customer support
5.0
4.3
User reviews46
Ease of use
4.2
Functionality
4.2
Value for money
4.0
Customer support
4.4
Price starts from
Yearly subscription
Free version
Free trial
Yearly subscription
Free version
Free trial
Best for

The Alternative Investment Industry. Private equity, venture capital, real estate, funds of funds, family offices, institutional investors, pension fund managers, placement agents, endowment, etc.

Institutional investors: Funds of funds, endowments, foundations, pensions, consultants, OCIOs, and family offices. Alternative asset managers: hedge funds, private equity, VC, and real estate firms.

User reviews
pros & cons
Not enough reviews
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
video-057abad7-f203-455e-40cd-08d9fd71ef25
Kenneth L
Senior Product Manager
4.0

Kenneth L.: Hello, my name is Ken. I'm a senior product manager. Backstop, I'm going to give a four out of five. For more reviews like this, please click below. Before we had Backstop, we were using Excel, we were using share folders in analog and exchange. We were using Access Database. It was a hybrid of technologies, but none of that worked really well. The reason why we chose Backstop, we want some CRM that just works, and we would need to be able to have some document management and also the contact management, and most important, the relationship management, so we can see the progression of the buyer's journey and all the user engagement behaviors. And Backstop does it wonderfully. How we started to bring Backstop on board, we engaged with the professional services team. And it's a top notch of consultants that we're working with. They took our requirements, they took our data, Excel, attachments, PDFs, and all those kind of documents that we had on the numerous share drives and stuff like that. And they were able to put some metadata around and did the mass import for us. And then nothing went as planned, but we did a couple iterations and we were able to get all the information in pretty much in bulk. And I say the first run, we were able to get about 80%, 85%, which was very good. And the next round was some scrubbing, some massage to get it exact shape that we wanted. In terms of recommendations and suggestions if you're thinking about deploying it, I think the, again, the professional services team top notch. Really recommend them. Also, I think some planning ahead is just really imperative. The information, there's so many ways to get into Backstop because it's so flexible, but the more shape that you're thinking about how you want it to get it out and how you want to do reporting on, those pre-planning is really key in terms of getting a successful implementation. And highly recommend you spend some time doing the pre-planning. After the implementation, the knowledge management team from Backstop is, again, really wonderful to work with. Once you build the product, you're end users, they still need to get comfortable with it. And you can schedule one-on-one knowledge management sessions with the team, and then they will just give you the hand-holding. Highly recommend it.

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Altvia

15/37
  • Accounting
  • API
  • Audit Trail
  • Bonds/Stocks
  • Cash Management
  • Commodity Futures
  • Document Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Forecasting
  • For Investment Advisors
  • For Investors & Traders
  • Investment Research
  • Modeling & Simulation
  • Order Management
  • Portfolio Rebalancing
  • Reporting/Analytics
  • Risk Management
  • Tax Management
  • Third-Party Integrations
  • Visual Analytics
  • Activity Dashboard
  • Alerts/Notifications
  • Benchmarking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Customizable Reports
  • Data Import/Export
  • Fund Management
  • Investments Tracking
  • Mobile Access
  • Performance Metrics
  • Portfolio Management
  • Real-Time Data
See All features
Hide Investment Management Software Features -

Backstop

Top Features
29/37
Show Investment Management Software Features +

Altvia

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Backstop

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Altvia
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Backstop
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Altvia
  • By Altvia Solutions
  • Located in United States
  • Founded in 2006
Backstop
  • By Backstop Solutions Group
  • Located in United States
  • Founded in 2003
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