Backstop vs Cloud Financial Services CRM

Starting Price

Not provided by vendor Not provided by vendor

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.

Asset Management companies as Hedge Funds

Rating


4.3 / 5
(36)
Read All Reviews
(0)

Ideal number of Users

2 - 1000+

1 - 99

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."



Customer Support


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."



Value for Money


4 / 5


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

  • "Very handy SaaS solution for investment business."



Product Features

  • check Compliance Management
  • check Contact Management
  • check Investor Accounting
  • check Investor Reporting
  • check P&L Calculation
  • check Partnership Accounting
  • check Performance Analysis
  • check Portfolio Analysis
  • check Portfolio Management
  • check Compliance Management
  • close Contact Management
  • close Investor Accounting
  • check Investor Reporting
  • check P&L Calculation
  • close Partnership Accounting
  • close Performance Analysis
  • check Portfolio Analysis
  • close Portfolio Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

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

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Backstop vs Cloud Financial Services CRM

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