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Tous les avis sur Backstop Appliquer les filtres
- Secteur d'activité : Gestion des investissements
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Single Family Office - Portfolio Management and Investor Reporting
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.
Avantages
Analytical tools are great. The software is also very flexible and allows for individual customization of many items.
Inconvénients
The reporting engine is a bit outdated and the least user friendly part of the software.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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Backstop and Backstop Portal
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.
Avantages
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.
Inconvénients
Reporting is still a bit slow and cumbersome.
- Secteur d'activité : Gestion des investissements
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Small Hedge Fund uses Backstop
Great for tracking fundraising process. Simple and easy to use. We selected Backstop 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.
Avantages
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.
Inconvénients
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
- Secteur d'activité : Gestion des investissements
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Always Improving
Great. Responsive and professional team that always seems to be working!
Avantages
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.
Inconvénients
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.
- Secteur d'activité : Gestion des investissements
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Good Tools Bad Layout
Avantages
Powerful tools with tons of built in functionality for in depth quantitative analysis.
Inconvénients
Its clunky to use and the lay out isn't best. There are many things that could be made more intuitive and less redundant.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Backstop for Investment Consulting
Avantages
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.
Inconvénients
Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Easy to Use
Avantages
It is easy to use plugin in email. I can easily send my email information straight into the software.
Inconvénients
I haven't had any problems with the product.
- Secteur d'activité : Gestion des investissements
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Backstop Review
The customer service for Backstop 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.
Avantages
This is an excellent software to track and monitor investor activity, communications, and account flows.
Inconvénients
Because the software is so customizable, it takes time to build some of the reports.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Backstop review
Positive.
Avantages
Backstop is to commended on its ease of use.
Inconvénients
Nothing immediate springs to mind regarding what i like least about it.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
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Provenance de l'avis
Investment consulting - Good software - lots of training required
Avantages
Hotkeys for more advance searches. Integration with internal logins and ability to store large data sets.
Inconvénients
There is a learning curve and a little extra effort required for navigating the links between clients plans and vehicles.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
All-in-One Offerings for the Buy-side clients for Capital Raising, IR and Research Management
It is a user-friendly platform with no need for programing language
Avantages
Customizability from the front-end and stability of the system
Inconvénients
Limited access to configure the system from backend
Réponse de Backstop Solutions Group
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.
- Secteur d'activité : Administration publique
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Great product
It has been great
Avantages
Any changes and/or updates made are instantly reflected upon updating the website as well as various risk & return reports
Inconvénients
More standardized risk and return performance reports
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Extremely Impressive Software
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.
Avantages
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.
Inconvénients
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
My review
Avantages
Somewhat customizable. I like the ability to create your own views.
Inconvénients
uploading and sending out email blasts. The email center is very not user friendly.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Very handy SaaS solution for investment business
Avantages
Ease of use, reporting, intuitive user interface, Rest API
Inconvénients
Performance of the product goes south sometimes. Searchability could use some work as well.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant plus d'un an
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Provenance de l'avis
It's not the worst product, but it's not the best either
Avantages
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
Inconvénients
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
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
About average
compared to the likes of salesforce...you have to ask - why?
Avantages
not much - as far as a CRM goes, it is very much entry-level
Inconvénients
its not easy to use...slow and UX from the 80's
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les mois pendant plus de deux ans
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Provenance de l'avis
Backstop
Avantages
Integration with internal logins and ability to store large data sets.
Inconvénients
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Small Business Use of BackStop
Avantages
Ease of use, and the ability to create and customize reports.
Inconvénients
Not 100% customized to our businesses needs.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
A+
Backstop has been a great tool for us to keep track of our contact with clients and set task reminders.
Avantages
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 backstop platform to our company specific needs
Inconvénients
The software can sometimes run slowly when executing long processes
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé Autre pendant 1 à 5 mois
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Provenance de l'avis
Useful software
Avantages
Still new using, but I like how it can be customized to fit our needs.
Inconvénients
Outlook and Excel occasionally crashes. Reporting is a little slow
