Backstop

Backstop Review

Commenti: The wide range of functionality is a good solution for various needs across different departments.

Aspetti positivi:

This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.

Aspetti negativi:

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

Commenti: Overall, great saas software with flexibility for users and management

Aspetti positivi:

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

Aspetti negativi:

While APIs are for all out of box data integration, it can be better exposed with custom data fields specific to each client

Mostly for reporting, needs improvement on analysis

Commenti: 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.

Aspetti positivi:

Strong in terms of accounting and tracking capeabilities

Aspetti negativi:

Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues

Backstop Review

Aspetti positivi:

Valuable calculations and contact management

Aspetti negativi:

Lack of flexibility in the UI. Limited integration between contact data and account data.

Backstop - Functional, Collaborative, Efficient

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

Backstop can be slow at times, lag and take some time to load.

Happy user

Aspetti positivi:

Website features and having all clients related files in one spot.

Aspetti negativi:

Support and the outlook feature. Suggestions for improvements to the system are slow to implement or ignored or half fixed.

I enjoy working with Backstop

Commenti: Great experience

Aspetti positivi:

Easy to use - I love the reporting feature and how easy it is to manage the products / investor info

Aspetti negativi:

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

Ready-to-use CRM with sensible extensibility

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Easy and Functional!

Aspetti positivi:

I love the simplicity and ease of use of the software

Aspetti negativi:

The software sometimes crashes and I am not able to accomplish work, but this is rare

Backstop Review

Aspetti positivi:

The site is easy to navigate and you are able to run reports and track investor communication.

Aspetti negativi:

the site seems a little outdated and not as sleek or user friendly as competitors.

Ovata

Commenti: Helpful tool to streamline and organize work flow.

Aspetti positivi:

Ease of use, functionality, app is well-designed.

Aspetti negativi:

Plug-in to Outlook could be more seamless.

Backstop Review - Outlook & Opportunities

Aspetti positivi:

One of the best friendly user (UI/UX) interface in the space

Aspetti negativi:

Probably can improve on the accounting/portfolio management side (in terms of functionalities)

Backstop review

Aspetti positivi:

Categorizing our contacts is a key attribute for us and Backstop is great at it.

Aspetti negativi:

Grouping email results is not as easy as it could be.

All-in-One Offerings for the Buy-side clients for Capital Raising, IR and Research Management

Commenti: It is a user-friendly platform with no need for programing language

Aspetti positivi:

Customizability from the front-end and stability of the system

Aspetti negativi:

Limited access to configure the system from backend

Quality Product in a World with Many Competitors

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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

Backstop Review

Commenti: 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.

Aspetti positivi:

Backstop is extremely customizable and therefore can meet every clients' needs. The platform is very helpful for centralizing all existing and prospective client information.

Aspetti negativi:

I am not an active user of the Investor Bridge but in demo, did not find that to be very good.

Backstop Review

Aspetti positivi:

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.

Aspetti negativi:

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.

Backstop - CRM Review

Commenti: 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.

Aspetti positivi:

User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +.

Aspetti negativi:

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.

Excellent CRM Platform!

Commenti: Overall, I am very pleased with the platform. Our team has come to use it in-depth and daily!

Aspetti positivi:

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.

Aspetti negativi:

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.

Backstop Streamlines Team Communication

Aspetti positivi:

Backstop allows us to streamline our communication as allocators, with the ability to upload notes, files and documents in a systematic way.

Aspetti negativi:

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.

Good software - lots of training required.

Aspetti positivi:

The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful.

Aspetti negativi:

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.

Backstop Review

Commenti: 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.

Aspetti positivi:

Backstop is intuitive and easy to use.

Aspetti negativi:

The reporting features sometimes seem a little complicated.

Backstop / InvestorBridge Review

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

Like any software there are limitations however Backstop does a great job at taking feedback and creating new features from that.

I've worked in this product for 8 years and am still happy.

Commenti: We are happy with this service and see no reason to change.

Aspetti positivi:

This software is a great value compared to other products available.

Aspetti negativi:

When an update to the software is needed it can take a long time to receive an update.

Backstop Review

Aspetti positivi:

All the information is always made clear and readily available.

Aspetti negativi:

The run time is slow compared to alternatives which only provide simpler services.