Backstopの概要
Backstop Solutionsは、機関投資家およびオルタナティブ投資業界が時間を最大限に活用できるよう支援します。この業界では1分1秒が大事であるため、複雑なタスク・リストを合理化されたビジネス・プロセスに置き換える必要があります。その実現のために、優れたクラウドベースの生産性テクノロジーをアセット・マネージャーやアロケーターに提供し、資本の調達と維持、リサーチとポートフォリオ管理の実行、主 続きを読む 要なステークホルダーへのサービスの改善を支援しています。 表示を減らすBackstopの対象ユーザー
機関投資家：ファンド・オブ・ファンズ、基金、財団、年金、OCIO、ファミリー・オフィス、コンサルタント。オルタナティブ・アセット・マネジメント会社：ヘッジファンド、プライベート・エクイティ、不動産、ベンチャー・キャピタル企業。
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Backstopのレビュー
Andrew
Backstop Review
製品を使ってみた感想： The wide range of functionality is a good solution for various needs across different departments.
良いポイント:
This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.
改善してほしい点:
The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.
認証済みレビュアー
Ready-to-use CRM with sensible extensibility
製品を使ってみた感想： 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.
良いポイント:
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.
改善してほしい点:
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.
認証済みレビュアー
Mostly for reporting, needs improvement on analysis
製品を使ってみた感想： 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.
良いポイント:
Strong in terms of accounting and tracking capeabilities
改善してほしい点:
Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues
Grace
Backstop Review
製品を使ってみた感想： 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.
良いポイント:
Backstop is intuitive and easy to use.
改善してほしい点:
The reporting features sometimes seem a little complicated.
Backstop Solutions Groupからの返信
4 か月前
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
製品を使ってみた感想： 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.
良いポイント:
User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +.
改善してほしい点:
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.
