Backstop vs ProTrak 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.

ProTrak CRM caters to Institutional Asset Managers, Hedge Funds, Private Equity, Funds of Funds, Wealth Managers, Family Offices, Consultants and Intermediaries servicing the Financial Industry.

Rating


4.3 / 5
(36)
Read All Reviews

5 / 5
(3)

Ideal number of Users

2 - 1000+

2 - 1000+

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."


5 / 5


Customer Support


4.5 / 5



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

Screenshots

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View 2 screenshots 99031 thumb

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 ProTrak CRM

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