# Page 2 | Backstop Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Backstop the right Equity Management 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 # Page 2 - Reviews of Backstop ## Showing most helpful reviews Showing 26-46 of 46 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer CFO Investment Management Used the software for: 2+ years ### "I've worked in this product for 8 years and am still happy. " August 30, 2019 5.0 We are happy with this service and see no reason to change. Pros This software is a great value compared to other products available. Cons When an update to the software is needed it can take a long time to receive an update. Review Source VR Verified Reviewer Investment Consultant Financial Services Used the software for: 2+ years ### "Backstop Review" August 30, 2019 4.0 Pros All the information is always made clear and readily available. Cons The run time is slow compared to alternatives which only provide simpler services. Review Source VZ Vivian Z. Client Portfolio Management Associate Investment Management Used the software for: 2+ years ### "Great CRM software" September 5, 2019 5.0 Satisfied. The software is developing rapidly to meet clients' needs. Pros Designed for investment management companies. Reports and layouts are very customizable. Cons The fund/account structure/logic is designed for U.S. clients mostly which are not all applicable for Canadian users. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source JS Jose S. CFO Investment Management Used the software for: 2+ years ### "Single Family Office - Portfolio Management and Investor Reporting" August 30, 2019 5.0 I have been a user for almost 6 years now and I have been the software improved dramatically. They never stop innovating with the end user in mind. Pros Analytical tools are great. The software is also very flexible and allows for individual customization of many items. Cons The reporting engine is a bit outdated and the least user friendly part of the software. My understanding is they are working on a new reporting engine and we should see improvement soon. Review Source JM Jeffrey M. CEO Financial Services Used the software for: 2+ years ### "Backstop review" March 8, 2023 5.0 Pros Categorizing our contacts is a key attribute for us and is great at it. Cons Grouping email results is not as easy as it could be. Review Source Response from Backstop Solutions Group March 13, 2023 Thank you for your feedback, Jeffrey! We are happy to hear that you believe Backstop is great at categorizing your contacts which is a key attribute for you and your team. We have flagged your comments about improving email results to our product team. CN Chris N. CTO Investment Management Used the software for: 1-2 years ### "Small Hedge Fund uses Backstop " September 11, 2018 5.0 Great for tracking fundraising process. Simple and easy to use. We selected about a year ago after a very thorough search of all FinTec CRM Systems, including Dynamo, Imagineer and many others. Backstop was the clear winner. Pros Excellent support on Setup. Easily able to import/create contacts, organizations and opportunities. Import/Export capabilities are good. Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful. Cons Reporting is a bit cumbersome and slow. Customization is limited. Email integration created a huge headache, but was solved quickly. Outlook and Excel add-ins crash occasionally Review Source KV Kelsey V. Legal & Compliance Coordinator Investment Management Used the software for: 1-2 years ### "Always Improving" September 3, 2019 5.0 Great. Responsive and professional team that always seems to be working! Pros The effort BS puts in to customize and update our version of the software to make sure it is as user-friendly as possible and always expanding for more use purposes. Cons Updates seem to affect other components of the software that are not intended. When updates are made, it would be ideal that a little bubble pops up to say "this is new" to ensure the new options are utilized/made known. Review Source VR Verified Reviewer Data Control Associate Investment Management Used the software for: 6-12 months ### "Good Tools Bad Layout" September 25, 2018 4.0 Pros Powerful tools with tons of built in functionality for in depth quantitative analysis. Cons Its clunky to use and the lay out isn't best. There are many things that could be made more intuitive and less redundant. Review Source Kent M. Public Investments Intern Investment Management Used the software for: 6-12 months ### "Easy and Functional!" August 29, 2019 4.0 Pros I love the simplicity and ease of use of the software Cons The software sometimes crashes and I am not able to accomplish work, but this is rare Review Source AA Ashley A. administrative assistant Financial Services Used the software for: 2+ years ### "Easy to Use" August 30, 2019 5.0 Pros It is easy to use plugin in email. I can easily send my email information straight into the software. Cons I haven't had any problems with the product. Review Source GD Gina D. Investor Relations Investment Management Used the software for: 2+ years ### "Backstop Review" October 2, 2018 4.0 The customer service for is top notch. Everyone is eager to assist with questions or concerns. Their coffee break sessions are helpful tutorials to stay fresh on new features. Pros This is an excellent software to track and monitor investor activity, communications, and account flows. Cons Because the software is so customizable, it takes time to build some of the reports. Review Source VR Verified Reviewer Sr. Investment Analyst Financial Services Used the software for: 1-2 years ### "Investment consulting - Good software - lots of training required" September 18, 2019 4.0 Pros Hotkeys for more advance searches. Integration with internal logins and ability to store large data sets. Cons There is a learning curve and a little extra effort required for navigating the links between clients plans and vehicles. Review Source EF Eric F. Project Manager Financial Services Used the software for: Less than 6 months ### "All-in-One Offerings for the Buy-side clients for Capital Raising, IR and Research Management" February 17, 2023 4.0 It is a user-friendly platform with no need for programing language Pros Customizability from the front-end and stability of the system Cons Limited access to configure the system from backend Review Source Response from Backstop Solutions Group February 23, 2023 We appreciate the feedback, Eric! It's great to see that you are finding Backstop to be user-friendly. We have flagged your comments about limited configuration access to our product team. JC Julius C. Investment Analyst Government Administration Used the software for: 1-2 years ### "Great product" August 29, 2019 5.0 It has been great Pros Any changes and/or updates made are instantly reflected upon updating the website as well as various risk & return reports Cons More standardized risk and return performance reports Review Source MS Michael S. Head of Business Development Fund-Raising Used the software for: 1-2 years ### "Backstop Review" May 13, 2019 4.0 Pros The site is easy to navigate and you are able to run reports and track investor communication. Cons the site seems a little outdated and not as sleek or user friendly as competitors. Review Source AC Annie C. Associate Financial Services Used the software for: 1-2 years ### "My review" August 29, 2019 4.0 Pros Somewhat customizable. I like the ability to create your own views. Cons uploading and sending out email blasts. The email center is very not user friendly. Review Source VR Verified Reviewer Solutions Architect Financial Services Used the software for: 6-12 months ### "Very handy SaaS solution for investment business" September 4, 2019 3.0 Pros Ease of use, reporting, intuitive user interface, Rest API Cons Performance of the product goes south sometimes. Searchability could use some work as well. Review Source MF Morgan F. Office Manager Financial Services Used the software for: 1-2 years ### "It's not the worst product, but it's not the best either " May 9, 2019 4.0 Pros I like the email blast feature and a lot of the capabilities it has that makes our email blasts a lot easier to maneuver and double check before sending them out to our clients and our perspective clients Cons It's hard to organize the data. We always have duplicates. Also theres a lot of mini shutdowns and lapses of time when the software isn't working Review Source mU matt U. md Financial Services Used the software for: 6-12 months ### "About average" May 9, 2019 2.0 compared to the likes of salesforce...you have to ask - why? Pros not much - as far as a CRM goes, it is very much entry-level Cons its not easy to use...slow and UX from the 80's Review Source VR Verified Reviewer Junior Analyst Financial Services Used the software for: 6-12 months ### "Small Business Use of BackStop " May 9, 2019 4.0 Pros Ease of use, and the ability to create and customize reports. Cons Not 100% customized to our businesses needs. Review Source AH Adam H. Investor Relations Financial Services Used the software for: Less than 6 months ### "A+" September 28, 2018 5.0 has been a great tool for us to keep track of our contact with clients and set task reminders. Pros The interface is very user friendly. The tool itself can be used in a variety of ways and gives you the ability to build out your own reports and layouts. This allows us to tailor the platform to our company specific needs Cons The software can sometimes run slowly when executing long processes Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.