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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.
TOGGLE serves both professional and individual investors, improving investors ability to make timely adjustments to their portfolio in response to fundamental and market data
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.
There are so many fields to choose from, sometimes you are lost.
Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.
Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.
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.
Lack of flexibility in the UI. Limited integration between contact data and account data.
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.
It's hard to organize the data. We always have duplicates.
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.
Beth S.: Hi, my name is Beth. I am the owner and solopreneur of a small management company, where I specialize in website design and social media management. I personally use TOGGLE every single day, every moment of the day. It gives a five star in my book. So previous to TOGGLE, I was using embarrassing Google Sheets. I would simply enter my start time and end time, and have a formula essentially constructing what my log time needed to be. It was clunky, it didn't work. The main reasons that I love to use TOGGLE is because you have the ability to not only log your time by project, but also by client. It also helps me stay more on track with my operational time, my invoicing time, and making sure that I'm giving the full dedication to all of my clients, and so that we're all staying completely transparent in the work that is being done. Even if you're a non-tech person, I personally am. But the onboarding is so intuitive. It's essentially you add a project, add a client, and you're ready to go. You can go into the more in depth features. There is a premium plan as well, and the reporting even on the free area is wonderful. Onboarding is easy, it's very intuitive. If you are a former recovering workaholic like myself, and you need something to help you stay transparent about the time that you're spending on certain projects, or if you're just simply looking for a really easy solution to quickly implement, TOGGLE would absolutely be the best option for you and your business, or maybe even just your personal time.
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