Backstop
Conheça o Backstop
A Backstop Solutions existe para ajudar o setor de investimentos institucionais e alternativos a aproveitar ao máximo o tempo. Como cada minuto é importante nesse setor, a empresa deseja ajudar os Leia mais clientes a substituir as complicadas listas de tarefas por processos comerciais simplificados. Isso é feito com a tecnologia de produtividade baseada na nuvem mais adequada do mundo para gerentes e alocadores de ativos, ajudando-os a aumentar e reter capital, executar pesquisas e gestão de portfólio e atender os principais interessados. Ver menosQuem usa o Backstop?
Investidores institucionais: fundo de fundos, doações, fundações, pensões, OCIOs, escritórios familiares e consultores. Gerentes de ativos alternativos: fundos de hedge, colocação privada, imóveis e empresas de capital de risco.
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Avaliações do Backstop
Andrew
Backstop Review
Comentários: The wide range of functionality is a good solution for various needs across different departments.
Vantagens:
This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.
Desvantagens:
The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.
Avaliador Verificado
Ready-to-use CRM with sensible extensibility
Comentários: 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.
Vantagens:
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.
Desvantagens:
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.
Avaliador Verificado
Mostly for reporting, needs improvement on analysis
Comentários: 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.
Vantagens:
Strong in terms of accounting and tracking capeabilities
Desvantagens:
Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues
Grace
Backstop Review
Comentários: 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.
Vantagens:
Backstop is intuitive and easy to use.
Desvantagens:
The reporting features sometimes seem a little complicated.
Resposta do Backstop Solutions Group
há 4 meses
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
Comentários: 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.
Vantagens:
User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +.
Desvantagens:
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.
