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Backstop, a service of ION Analytics is an investment management software, tailor-made for institutional and alternative investment management professionals and trusted ally in optimizing the investment and client life cycle. Our platform creates a single source of truth for multi-asset research and portfolio management, driving prospect and client satisfaction, fostering loyalty, and ensuring long-term retention. Unlock your data, foster collaboration and enable confident investment decisions.
Provider
Backstop Solutions Group
Located In
United States
Foundation
2003
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
iOS, Android
Training
Live Online, In Person, Documentation, Webinars, Videos
Support
Phone Support, Email/Help Desk, Knowledge Base, 24/7 (Live rep)
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.
Content Source: Backstop
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Backstop Reviews
Pros
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.
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.
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.
Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.
Cons
Lack of flexibility in the UI. Limited integration between contact data and account data.
Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.
It's hard to organize the data. We always have duplicates.
There are so many fields to choose from, sometimes you are lost.
Most Recent Video User Review for Backstop
SEE ALL VIDEO REVIEWS
Ready-to-use CRM with sensible extensibility
Kenneth L.
"Backstop Review"
Overall: The wide range of functionality is a good solution for various needs across different departments.
Pros: This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.
Cons: The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.
"Backstop Review of Investor Relations module"
Overall: Overall, great saas software with flexibility for users and management
Pros: 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.Very customizable product
Cons: While APIs are for all out of box data integration, it can be better exposed with custom data fields specific to each client
Vendor Response
"Mostly for reporting, needs improvement on analysis"
Overall: Experience is overall positive, although the company does have serious issues that it needs to address to compete with other investment analysis softwares that exist. Interface / plugins need work.
Pros: Strong in terms of accounting and tracking capeabilities
Cons: Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues
"Backstop Review"
Pros: Valuable calculations and contact management
Cons: Lack of flexibility in the UI. Limited integration between contact data and account data.
Vendor Response
"Backstop - Functional, Collaborative, Efficient"
Overall: We are solving an organizational need with the use of Backstop. Additionally, the platform offers analytical tools that would otherwise take a lot of hours to do manually. Lastly, the ability to log returns and other metrics we track is crucial to our process.
Pros: 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.
Cons: Backstop can be slow at times, lag and take some time to load.
Vendor Response
