Backstop
Vad är Backstop?
Backstop Solutions finns för att hjälpa den institutionella och alternativa investeringsbranschen att få ut det mesta av sin tid. Varje minut är viktig i den här branschen och Backstop vill hjälpa Läs mer sina kunder att ersätta sina komplicerade uppgiftslistor med strömlinjeformade affärsprocesser. De gör detta genom att leverera förstklassig, molnbaserad produktivitetsteknik till både kapitalförvaltare och kapitalfördelare, vilket hjälper dem att bättre anskaffa och behålla kapital, utföra research och portföljförvaltning och betjäna sina viktigaste intressenter. Läs mindreVem använder Backstop?
Institutionella investerare: Fond-i-fonder, stiftelser, pensioner, OCIO:er, family office-företag och konsulter. Förvaltare av alternativa investeringar: hedgefonder, riskkapitalföretag, fastigheter och tillväxtkapitalföretag.
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Recensioner av Backstop
Andrew
Backstop Review
Kommentarer: The wide range of functionality is a good solution for various needs across different departments.
Fördelar:
This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.
Nackdelar:
The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.
Verifierad recensent
Ready-to-use CRM with sensible extensibility
Kommentarer: 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.
Fördelar:
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.
Nackdelar:
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.
Verifierad recensent
Mostly for reporting, needs improvement on analysis
Kommentarer: 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.
Fördelar:
Strong in terms of accounting and tracking capeabilities
Nackdelar:
Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues
Grace
Backstop Review
Kommentarer: 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.
Fördelar:
Backstop is intuitive and easy to use.
Nackdelar:
The reporting features sometimes seem a little complicated.
Svar för Backstop Solutions Group
för 4 månader sedan
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
Kommentarer: 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.
Fördelar:
User friendly. easy to customize reports and fields. I like the formula functions on the reports. Pages also a +.
Nackdelar:
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.
