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- Branche: Vermögensverwaltung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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Excellent CRM Platform!
Overall, I am very pleased with the platform. Our team has come to use it in-depth and daily!
Vorteile
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.
Nachteile
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.
- Branche: Vermögensverwaltung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
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Backstop - Functional, Collaborative, Efficient
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.
Vorteile
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.
Nachteile
Backstop can be slow at times, lag and take some time to load.
Antwort von Backstop Solutions Group
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.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
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Backstop Review - Outlook & Opportunities
Vorteile
One of the best friendly user (UI/UX) interface in the space
Nachteile
Probably can improve on the accounting/portfolio management side (in terms of functionalities)
Antwort von Backstop Solutions Group
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.
- Branche: Vermögensverwaltung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
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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.
Vorteile
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.
Nachteile
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
- Branche: Vermögensverwaltung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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Always Improving
Great. Responsive and professional team that always seems to be working!
Vorteile
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.
Nachteile
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.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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Backstop for Investment Consulting
Vorteile
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.
Nachteile
Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 10.000+ Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Investment consulting - Good software - lots of training required
Vorteile
Hotkeys for more advance searches. Integration with internal logins and ability to store large data sets.
Nachteile
There is a learning curve and a little extra effort required for navigating the links between clients plans and vehicles.
- Branche: Staatsverwaltung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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Great product
It has been great
Vorteile
Any changes and/or updates made are instantly reflected upon updating the website as well as various risk & return reports
Nachteile
More standardized risk and return performance reports
- Branche: Fundraising
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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Backstop Review
Vorteile
The site is easy to navigate and you are able to run reports and track investor communication.
Nachteile
the site seems a little outdated and not as sleek or user friendly as competitors.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
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My review
Vorteile
Somewhat customizable. I like the ability to create your own views.
Nachteile
uploading and sending out email blasts. The email center is very not user friendly.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
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It's not the worst product, but it's not the best either
Vorteile
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
Nachteile
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
