# Backstop Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Backstop the right Hedge Fund solution for you? Explore 46 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/169054/Backstop/reviews --- Backstop 4.3 (46) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Backstop Ease of use 4.2 Customer Service 4.4 ## Pros and Cons in Reviews AS Ajay S Head of Technology, Client Services and AdvisoryInvestment Management, 51 - 200 employeesUsed the software for: More than 2 years. “Very easy to use product and transition from legacy applications has been quite easy for all our Advisors and Admins.“ April 10, 2023 Andrew K Controller, CPAFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.“ July 9, 2020 IB Idjaz B Data AnalystFinancial Services, 11 - 50 employeesUsed the software for: 1-2 years. “One of the best friendly user (UI/UX) interface in the space“ February 21, 2023 ## Showing most helpful reviews Showing 1-25 of 46 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Andrew K. Controller, CPA Financial Services Used the software for: 2+ years ### "Backstop Review" July 9, 2020 5.0 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. Review Source AS Ajay S. Head of Technology, Client Services and Advisory Investment Management Used the software for: 2+ years ### "Backstop Review of Investor Relations module" April 10, 2023 4.0 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 Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Backstop For better cost, infrastructure, Easy of usage. Better functionality Review Source Response from Backstop Solutions Group April 13, 2023 Thank you for your feedback, Ajay! We are happy to hear that Backstop' has been easy to use and that our training program and help tools are helpful features. We have flagged your comments APIs for our product team. VR Verified Reviewer Sr. Research Analyst Investment Management Used the software for: 6-12 months ### "Mostly for reporting, needs improvement on analysis" May 9, 2019 3.0 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 Review Source JM Jeannine M. Chief Administrative Officer Financial Services Used the software for: 2+ years ### "Backstop Review" March 8, 2023 4.0 Pros Valuable calculations and contact management Cons Lack of flexibility in the UI. Limited integration between contact data and account data. Alternatives considered [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/)[Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing Backstop Initially we choose Backstop over other products because it also had an investor portal capability. In the end we did not implement the investor portal due to limitations on UI and data. Review Source Response from Backstop Solutions Group March 13, 2023 Thank you for your feedback, Jeannine! We are happy to hear that Backstop is helpful when it comes to valuable calculations and contact management. We have flagged your comments about improving the flexibility in the UI to our product team. VR Verified Reviewer Senior Product Manager Financial Services Used the software for: 2+ years ### "Ready-to-use CRM with sensible extensibility" July 19, 2018 5.0 A cloud-based CRM to centrally store business contacts, collaterals, qualitative and quantitative data and share amongst different departments. Combing Report Builder, Excel Toolkit and API allows end-users to self-serve business intelligence. Pros Backstop hits the sweet spot between features and extensibility. Out of the box, the platform meets 70-80% of our business requirements. Our firm fortunately has the know-how to use API and Excel Toolkit (ETK) to cover the last mile. Most importantly, the product team listens to its customers and continually enhances the platform based on our input. You would unlikely get such feedback loops from the likes of Salesforce, Oracle or Microsoft. Cons Compared to a CRM startup that has unlimited flexibility to innovate, Backstop may seem more mature and risk-averse. The UI/UX seems a little dated, and mobile-responsiveness and mobile app have room for improvements. The labeling of different data entry screens should be more standardized as well. Review Source VR Verified Reviewer Senior Director - Operations and Administration Investment Management Used the software for: 2+ years ### "Quality Product in a World with Many Competitors" August 30, 2019 4.0 Great tool for investment team to track meetings/calls as well as manage our massive database of documents. The team has always been willing to help with initiatives we have in the system and overall, my organization views Backstop as a central hub for much of our investment management work. Pros Clean look, high quality search capability, strong reporting tools to extract data, very good customer support, Backstop team is always looking for ways to improve the software, overall the best CRM/document storage/high level investment management tool on the market Cons Still missing some vital Private Equity components, still lacking in cash management functionality, far behind in mobile app technology, would like to see more analytical capabilities rather than just high level investment information Review Source VR Verified Reviewer Director of Investor Relations & Business Development Financial Services Used the software for: 2+ years ### "Backstop Review" September 13, 2018 5.0 Backstop has been my preferred CRM at four different institutions I have worked at over the past 10 years. It is very intuitive and user-friendly. The sales/support team will work with you for any bespoke request and will help you customize the product to fit your firm and team's optimal needs. Pros Backstop is extremely customizable and therefore can meet every clients' needs. The platform is very helpful for centralizing all existing and prospective client information. Cons I am not an active user of the Investor Bridge but in demo, did not find that to be very good. Review Source VR Verified Reviewer Senior Manager Pension Investments Printing Used the software for: 2+ years ### "Backstop Review" September 9, 2019 4.0 Pros Easy to use software that is very customizable. We utilize a balanced combo of out of the box features along with unique layouts to track tasks that are more specific to us. Backstop's staff and support teams are great. They are always willing to go the extra mile to solve an issue. Cons Reporting can be a little onerous with the sheer volume of reportable data. There is a learning curve and a little extra effort required to get the reporting to meet your needs. Review Source VR Verified Reviewer Investment Analyst Investment Management Used the software for: 1-2 years ### "Excellent CRM Platform!" August 29, 2019 5.0 Overall, I am very pleased with the platform. Our team has come to use it in-depth and daily! Pros Backstop is a central hub for all of our relationships and reporting. The system is very easy to use, customizable, very robust, and the excel add-ins allow us to build sophisticated reports to match our daily needs and wants. Cons While the platform overall is very customizable, there are certain aspects that aren't. For example, the opportunities section under the organization comes standard, and some of the information is irrelevant to use. Review Source VR Verified Reviewer Investments Manager Financial Services Used the software for: 2+ years ### "Backstop Streamlines Team Communication" August 29, 2019 5.0 Pros Backstop allows us to streamline our communication as allocators, with the ability to upload notes, files and documents in a systematic way. Cons It is a very powerful piece of software; there is a lot Backstop is capable of that we aren't taking advantage of. It takes a lot of time to get the most use out of the software. Review Source MS Maria S. Client Services Manager Financial Services Used the software for: 2+ years ### "Backstop and Backstop Portal" September 28, 2018 5.0 Prior to using Portal we emailed all investor documents individually, now we disseminate documents to investors through Backstop Portal and use it as our website host. Backstop CRM is how we track opportunities, investors, send out emails and keep track of events. Having one system to do so many tasks makes life much easier. Pros Simple, easy to use, can be customized to fit the needs of the organization. Support is outstanding. Definitely the best of the dozen CRM/portal systems I've used over a 20+ year career in Finance. Cons Reporting is still a bit slow and cumbersome. Review Source NF Nicholas F. Investment Consulting Analyst Financial Services Used the software for: 1-2 years ### "Backstop for Investment Consulting" September 2, 2019 4.0 Pros A great place to store vehicle and account information. We export these daily in order to know what primary keys and accounst ahve already been set up. Allows us to effectively sort through this data. Cons Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles. Review Source YS Yossi S. analyst Financial Services Used the software for: 2+ years ### "Backstop review" August 30, 2019 5.0 Positive. Pros Backstop is to commended on its ease of use. Cons Nothing immediate springs to mind regarding what i like least about it. Review Source VR Verified Reviewer Partner Relations Associate Financial Services Used the software for: 6-12 months ### "Extremely Impressive Software" May 9, 2019 5.0 I always have had a good experience with Backstop; both the software and customer service. Backstop really has allowed our firm to track everything necessary. Our representatives at Backstop have always been extremely helpful and enjoy speaking with them regularly about new features and updates to the system. Pros Overall maneuverability. The layout of the software makes sense. It's one of those situations where you login and as soon as you begin working with the software, you get the sense that you've already been using the software for years. Cons Reporting Functionality. The reporting functionality is extremely comprehensive, thus creating an increase in difficulty. There are so many fields to choose from, sometimes you are lost. Review Source LC Lawrence C. Consultant Financial Services Used the software for: 2+ years ### "Backstop" August 30, 2019 3.0 Pros Integration with internal logins and ability to store large data sets. Cons Not the best search engine, requires use of hotkeys. Duplication and structure of data, though partially due to way data entered. Reporting and overall user interface not very user friendly. Review Source SC Steven C. Investor Relations Financial Services Used the software for: Less than 6 months ### "Useful software " July 30, 2019 4.0 Pros Still new using, but I like how it can be customized to fit our needs. Cons Outlook and Excel occasionally crashes. Reporting is a little slow Review Source IJ Imre J. Senior Associate Financial Services Used the software for: 2+ years ### "Happy user " March 9, 2023 4.0 Pros Website features and having all clients related files in one spot. Cons Support and the outlook feature. Suggestions for improvements to the system are slow to implement or ignored or half fixed. Review Source Response from Backstop Solutions Group March 13, 2023 Thank you for your feedback, Imre! We are happy to hear that you believe Backstop offers helpful features. We have flagged your comments about improving support and Outlook features to our product team. BM Brett M. Investment Analyst Investment Management Used the software for: 1-2 years ### "Backstop - Functional, Collaborative, Efficient" March 14, 2023 4.0 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. Review Source Response from Backstop Solutions Group April 3, 2023 Thank you for your feedback, Brett! We are happy to hear that Backstop's document management is your favorite feature. We have flagged your comments about loading time for our product team. IB Idjaz B. Data Analyst Financial Services Used the software for: 1-2 years ### "Backstop Review - Outlook & Opportunities" February 21, 2023 4.0 Pros One of the best friendly user (UI/UX) interface in the space Cons Probably can improve on the accounting/portfolio management side (in terms of functionalities) Review Source Response from Backstop Solutions Group February 23, 2023 Thank you for your feedback, Idjaz! We are happy to hear that you believe Backstop is one of the most user-friendly interfaces in the space. We have flagged your comments about improving our accounting and portfolio management functionality to our product team. LN Lianda N. Client Services Associate Investment Management Used the software for: 6-12 months ### "I enjoy working with Backstop" March 9, 2023 5.0 Great experience Pros Easy to use - I love the reporting feature and how easy it is to manage the products / investor info Cons The least - maybe the contacts management, sometimes seems like it could be a little easier - like emails could be emails without requiring first and last name, and old contacts could be better marked as old vs. having to be renamed OLD Review Source Response from Backstop Solutions Group March 13, 2023 Thank you for your feedback, Lianda! We are happy to hear that you believe Backstop is easy to use and offers helpful features. We have flagged your comments about improving contact management to our product team. LR Lubna R. Client Engagement Associate Financial Services Used the software for: 2+ years ### "Backstop - CRM Review" September 24, 2020 4.0 I like Backstop and it's important for our team to function. I like the portal usage for our clients. We can maintain all our files/info on one system and publish it for client visibility. Pros User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +. Cons The time it takes to run accounts reports and some limitations they have on not being able to customize their performance review sheet or their decks. Review Source HK Heather K. Investor Relations Financial Services Used the software for: 2+ years ### "Good software - lots of training required. " May 10, 2019 4.0 Pros The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful. Cons The flexibility of the software can also make things incredibly complicated and difficult to use at times. I'm the official 'power user' of the group - and have got to that position after attending conference, watching videos, and going to Backstop seminars. However - the rest of our group hasn't had the time or the mandate to do so, and it can be time-consuming for them to try to figure out some issues. I don't think that it's a very intuitive system to use at times (until you learn how it works), and that has presented some challenges. Review Source GO Grace O. Operations & Compliance Associate Investment Management Used the software for: 2+ years ### "Backstop Review" September 16, 2022 5.0 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. Pros Backstop is intuitive and easy to use. Cons The reporting features sometimes seem a little complicated. Review Source Response from Backstop Solutions Group October 3, 2022 Hi Grace, thank you for your feedback! We are happy to hear that Backstop is intuitive and easy to use. We have flagged your comments about the reporting features for our product team to review and consider. MH Marc H. Head of New Products & Business Development Investment Management Used the software for: 2+ years ### "Ovata" March 9, 2023 4.0 Helpful tool to streamline and organize work flow. Pros Ease of use, functionality, app is well-designed. Cons Plug-in to Outlook could be more seamless. Review Source Response from Backstop Solutions Group March 13, 2023 Thank you for your feedback, Marc! We are happy to hear that you believe Backstop is easy to use and the app is well-designed. We have flagged your comments about improving Backstop for Outlook to our product team. KN Kevin N. Investor Relations Financial Services Used the software for: 2+ years ### "Backstop / InvestorBridge Review" September 26, 2018 4.0 My experience has been great thus far, the folks at Backstop have made the implementation process a breeze, they are always available for questions and assistance which is an invaluable part of being a Backstop client. Pros Having a cloud based CRM with not only the functionality to store qualitative but also quantitative information is extremely helpful especially as a member of the investor relations team who is constantly servicing investors. Additionally, having the ability to have the CRM be the backdrop that feeds the investor portal is also great, having to only update one system saves time. The professional services team has been extremely helpful as we continue to implement new features. Cons Like any software there are limitations however Backstop does a great job at taking feedback and creating new features from that. 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