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Backstop
Vad är Backstop?
Backstops kraftfulla, lättanvända programvara för förvaltning är skräddarsydd för institutionella och alternativa förvaltningsexperter som är överväldigade av mängden data som flödar in i deras inkorgar och arkivskåp. Backstops prisbelönta och branschledande produktivitetssvit innehåller de viktigaste verktygen för hantering av portföljer, övervakning av forskning, utförande av IDD/ODD, kapitalanskaffning och service till investerare.
Vem använder Backstop?
Institutionella investerare: Fond-i-fonder, stiftelser, pensioner, OCIO:er, family office-företag och konsulter. Förvaltare av alternativa investeringar: hedgefonder, riskkapitalföretag, fastigheter och tillväxtkapitalföretag.
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Recensioner av Backstop
Backstop Review
Kommentarer: The wide range of functionality is a good solution for various needs across different departments.
Fördelar:
This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.
Nackdelar:
The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.
Övervägda alternativ:
Backstop Review of Investor Relations module
Kommentarer: Overall, great saas software with flexibility for users and management
Fördelar:
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
Nackdelar:
While APIs are for all out of box data integration, it can be better exposed with custom data fields specific to each client
Svar för Backstop Solutions Group
för 2 år sedan
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.
Mostly for reporting, needs improvement on analysis
Kommentarer: 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.
Fördelar:
Strong in terms of accounting and tracking capeabilities
Nackdelar:
Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues
Övervägda alternativ:
Backstop Review
Fördelar:
Valuable calculations and contact management
Nackdelar:
Lack of flexibility in the UI. Limited integration between contact data and account data.
Svar för Backstop Solutions Group
för 2 år sedan
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.
Ready-to-use CRM with sensible extensibility
Kommentarer: 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.
Fördelar:
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.
Nackdelar:
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.
