Backstop
Was ist Backstop?
Backstop Solutions helfen der alternativen Investmentbranche, das Beste aus ihrer Zeit zu machen. In unserem Sektor zählt jede Minute und wir möchten unseren Kunden helfen, ihre komplizierten Mehr erfahren Aufgabenlisten durch schlanke Geschäftsprozesse zu ersetzen. Wir tun dies, indem wir Asset-Managern und -Zuteilern erstklassige, Cloud-basierte Produktivitäts-Technologie bieten, damit sie ihr Kapital besser vergrößern und bewahren, Nachforschungen realisieren und Portfolios verwalten sowie ihren wichtigsten Aktionären dienen können. Weniger anzeigenWer verwendet Backstop?
Institutionelle Anleger: Dachfonds, Stiftungen, Pensionen, OCIOs, Familienbetriebe und Berater. Alternative Asset-Manager: Hedge Fonds, Private Equity, Immobilien und VC-Gesellschaften.
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Bewertungen über Backstop
Andrew
Backstop Review
Kommentare: The wide range of functionality is a good solution for various needs across different departments.
Vorteile:
This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.
Nachteile:
The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.
Verifizierter Rezensent
Ready-to-use CRM with sensible extensibility
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
Verifizierter Rezensent
Mostly for reporting, needs improvement on analysis
Kommentare: 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.
Vorteile:
Strong in terms of accounting and tracking capeabilities
Nachteile:
Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues
Grace
Backstop Review
Kommentare: 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.
Vorteile:
Backstop is intuitive and easy to use.
Nachteile:
The reporting features sometimes seem a little complicated.
Antwort von Backstop Solutions Group
vor 4 Monaten
Hi Grace, thank you for your feedback! We are happy to hear that Backstop is intuitive and easy to use. We have flagged your comments about the reporting features for our product team to review and consider.
Lubna
Backstop - CRM Review
Kommentare: 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.
Vorteile:
User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +.
Nachteile:
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.
