Backstop vs HarmonyPSA

Starting Price

Not provided by vendor

$55.00/month/user

Best For

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

IT services and consulting companies, MSPs and ISVs with complex billing models looking for a consolidated system to automate business process, improving efficiency, accuracy and visibility.

Rating


4.3 / 5
(36)
Read All Reviews

4.5 / 5
(17)
Read All Reviews

Ideal number of Users

2 - 1000+

10 - 999

Ease of Use


4 / 5


  • "It is easy to use plugin in email. I can easily send my email information straight into the software."

  • "Ease of use, reporting, intuitive user interface, Rest API."


4 / 5


Customer Support


4.5 / 5



4.5 / 5


Features & Functionality


4.2 / 5


  • "The site is easy to navigate and you are able to run reports and track investor communication."

  • "Combing Report Builder, Excel Toolkit and API allows end-users to self-serve business intelligence."


4.2 / 5


  • "Harmony is a great product that caters for the numerous commercial and contractual requirements of projects and frameworks."

  • "They have a relatively small team, but their staff is intimately knowledgeable about the product, and any support requests are fulfilled quickly."

Value for Money


4 / 5


  • "It's an easy data warehouse to utilize for investor history."

  • "Very handy SaaS solution for investment business."


4.3 / 5


Product Features

  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Backstop vs HarmonyPSA

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