Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions &...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations....

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$3,000.00/year

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.3 /5
(46)

Ease of Use

4.2/ 5

Features

4.2/ 5

Customer Service

4.4/ 5

Value for Money

4.0/ 5

Overall rating

4.2 /5
(58)

Ease of Use

4.0/ 5

Features

4.2/ 5

Customer Service

3.8/ 5

Value for Money

3.7/ 5

Total features 93

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cap Table Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Data Management
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Reward Programs
  • Enterprise Risk Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • For Financial Institutions
  • For Hedge Funds
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • General Ledger
  • Historical Reporting
  • Incentive Management
  • Income & Balance Sheet
  • Interaction Tracking
  • Investment Management
  • Investments Tracking
  • Investor Communication
  • Investor Management
  • Investor Portal
  • Investor Reporting
  • Lead Capture
  • Lead Management
  • Liquidity Analysis
  • Marketing Automation
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Mobile Access
  • Modified Dietz Analysis
  • Monitoring
  • Multi-Currency
  • Operational Risk Management
  • Performance Analysis
  • Performance Metrics
  • Pipeline Management
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Private Equity
  • Profit/Loss Statement
  • Rate of Return Analysis
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analysis
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Sales Reports
  • Scenario Planning
  • Search/Filter
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Trade Tracking
  • Transaction History
  • Valuation Management
  • Vendor Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management

Total features 50

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cap Table Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Data Management
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Reward Programs
  • Enterprise Risk Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • For Financial Institutions
  • For Hedge Funds
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • General Ledger
  • Historical Reporting
  • Incentive Management
  • Income & Balance Sheet
  • Interaction Tracking
  • Investment Management
  • Investments Tracking
  • Investor Communication
  • Investor Management
  • Investor Portal
  • Investor Reporting
  • Lead Capture
  • Lead Management
  • Liquidity Analysis
  • Marketing Automation
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Mobile Access
  • Modified Dietz Analysis
  • Monitoring
  • Multi-Currency
  • Operational Risk Management
  • Performance Analysis
  • Performance Metrics
  • Pipeline Management
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Private Equity
  • Profit/Loss Statement
  • Rate of Return Analysis
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analysis
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Sales Reports
  • Scenario Planning
  • Search/Filter
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Trade Tracking
  • Transaction History
  • Valuation Management
  • Vendor Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management
Not provided by vendor
  • Deel
  • QuickBooks Online Advanced
  • Rippling
  • Xero