About Backstop

Backstop, a service of ION Analytics is a cloud-based investment management platform offering solutions for consultants, advisors & OCIOs, institutions and pensions, endowments & foundations, funds of funds, family offices, hedge funds, private equity and venture capital, and more.

As part of ION Analytics, our industry-leading services redefine the way firms operate in private markets, reshaping the institutional investment industry at the intersection of human insight and machine intelligence.

Our core strength lies in developing technology that serves as a definitive source of truth, empowering our clients with actionable insights, and seamless institutional knowledge sharing, while optimizing day-to-day success. Backstop serves as a definitive source of truth designed to help clients break down the barriers to data access and deliver better decisions. We offer Portfolio and Research Management, Investor relations, Capital Raising, and Client Portal . Backstop helps users make the most of these products with support, training and knowledge management.

Backstop’s portfolio management solution helps managers keep track of subscriptions and redemptions, capital commitments, plus calls and distributions across portfolios. Liquidity reporting tools allow users to track lockups, notifications and redemption dates, while portfolio analysis tools help users gain insight into manager and portfolio performance.

Backstop Research gives users access to qualitative, quantitative and subjective data tracking tools, enabling users to manage ongoing due diligence. Document and activity management functionality allows users to store and share documents, emails, calls, and more, in a single location.

Backstop CRM supports relationship, sales and marketing and communication management, helping users to manage client and partner activities, track and maintain the sales pipeline and encourage effective communication with Outlook integration, contact management, compliance management, an email campaign center, fund documentation management, and more.

The Backstop Portal is designed for investor and portfolio reporting, and gives clients centralized access to all of their account, fund and marketing information.

Users can manage the entire private equity operational workflow with Backstop’s accounting solution, tracking investor commitments and performing fee and carry calculations, as well as viewing performance dashboards. Backstop offers native iOS and Android mobile apps, allowing users to view and document activity, update contacts, and access account and opportunity details anytime, anywhere, via mobile devices.


Key benefits of Backstop

  • Backstop offers native iOS and Android mobile apps for fund managers and investors, giving users centralized access to important information, meeting notes and updates on the go.

  • The Backstop's portfolio and research management platform provides the ability to manage multi-asset class investments, communications and portfolio performance, and conduct due diligence on existing and potential managers.

  • Backstop’s Investor Relations platform allows users to manage client partner activities, track and report on
    investor accounts, liquidity, and performance data, investment documentation and research materials in one central database as well as manage capital-raising efforts.

  • The Backstop Portal gives clients access to fund and account information, as well as current value/performance and transaction history.

  • Backstop has a professional services team which helps businesses of all sizes manage implementation, d increase your ROI with a swift, tailored implementation and migration process.

  • Images

    Backstop Software - Monitor all portfolio activity, performance and related research via a single source of truth across multi-asset class investments.
    Backstop Software - Research Management Insights at Your Fingertips - Conduct “pulse checks” at a moment’s notice with research management intelligence brought together on Backstop Home Base.
    Backstop Software - Client Service Insights at Your Fingertips - A new way to start and end your day with key insights into your top investor interactions, opportunities, activity, and more on Backstop Home Base. Showcase all the efforts you and your team bring to the firm.
    Backstop Software - Analyze and explore all elements of your pipeline in real-time - effectively track, monitor, and manage fundraising efforts by slicing and dicing data by team member, geography, lead source, expected close date, opportunity stage, probability, and more.
    Backstop Software - Work on the go with Backstop mobile - Transform your work away from your desktop with our new Backstop Mobile app. Access crucial information, manage contacts, connect to Google Maps, and add meeting notes all from the convenience of your smart phone.
    Backstop Software - Optimize investor relations, business development and more while securely sharing sensitive fund information with your clients.
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    Backstop video
    Backstop video
    Backstop video
    Backstop Software - Monitor all portfolio activity, performance and related research via a single source of truth across multi-asset class investments.
    Backstop Software - Research Management Insights at Your Fingertips - Conduct “pulse checks” at a moment’s notice with research management intelligence brought together on Backstop Home Base.
    Backstop Software - Client Service Insights at Your Fingertips - A new way to start and end your day with key insights into your top investor interactions, opportunities, activity, and more on Backstop Home Base. Showcase all the efforts you and your team bring to the firm.
    Backstop Software - Analyze and explore all elements of your pipeline in real-time - effectively track, monitor, and manage fundraising efforts by slicing and dicing data by team member, geography, lead source, expected close date, opportunity stage, probability, and more.
    Backstop Software - Work on the go with Backstop mobile - Transform your work away from your desktop with our new Backstop Mobile app. Access crucial information, manage contacts, connect to Google Maps, and add meeting notes all from the convenience of your smart phone.
    Backstop Software - Optimize investor relations, business development and more while securely sharing sensitive fund information with your clients.

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    4,3 (46)
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    US$3 000,00
    year
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    Pricing Options

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    Ease of Use

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    Reviews

    Overall rating

    4,3 /5
    (46)
    Value for Money
    4,0/5
    Features
    4,2/5
    Ease of Use
    4,2/5
    Customer Support
    4,4/5

    Already have Backstop?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 46
    Andrew
    Andrew
    Overall rating
    • Industry: Financial Services
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 7.0 /10

    Backstop Review

    Reviewed on 2020/07/09

    The wide range of functionality is a good solution for various needs across different departments.

    The wide range of functionality is a good solution for various needs across different departments.

    Pros

    This a good data aggregator for client information, history and data. The functionality servers a lot of different uses.

    Cons

    The ease of use and custom reporting is not intuitive and locating specific charts and data sets can sometimes be difficult.

    Ajay
    Overall rating
    • Industry: Investment Management
    • Company size: 51–200 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Backstop Review of Investor Relations module

    Reviewed on 2023/04/10

    Overall, great saas software with flexibility for users and management

    Overall, great saas software with flexibility for users and management

    Pros

    Very easy to use product and transition from legacy applications has been quite easy for all our Advisors and Admins. Their training program and help tools are excellent.Very customizable product

    Cons

    While APIs are for all out of box data integration, it can be better exposed with custom data fields specific to each client

    Alternatives Considered

    Salesforce Sales Cloud

    Reasons for Choosing Backstop

    For better infrastructure, Easy of usage. Better functionality.

    Reasons for Switching to Backstop

    For better cost, infrastructure, Easy of usage. Better functionality

    Response from Backstop Solutions Group

    Thank you for your feedback, Ajay! We are happy to hear that Backstop' has been easy to use and that our training program and help tools are helpful features. We have flagged your comments APIs for our product team.

    Verified Reviewer
    Overall rating
    • Industry: Investment Management
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Mostly for reporting, needs improvement on analysis

    Reviewed on 2019/05/09

    Experience is overall positive, although the company does have serious issues that it needs to...

    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.

    Pros

    Strong in terms of accounting and tracking capeabilities

    Cons

    Interface is dated and it is not very strong on the investment analysis side. Comparability / plugins in excel often cause issues

    Jeannine
    Overall rating
    • Industry: Financial Services
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Backstop Review

    Reviewed on 2023/03/08

    Pros

    Valuable calculations and contact management

    Cons

    Lack of flexibility in the UI. Limited integration between contact data and account data.

    Alternatives Considered

    Dynamo and Salesforce Platform

    Reasons for Switching to Backstop

    Initially we choose Backstop over other products because it also had an investor portal capability. In the end we did not implement the investor portal due to limitations on UI and data.

    Response from Backstop Solutions Group

    Thank you for your feedback, Jeannine! We are happy to hear that Backstop is helpful when it comes to valuable calculations and contact management. We have flagged your comments about improving the flexibility in the UI to our product team.

    Imre
    Overall rating
    • Industry: Financial Services
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Happy user

    Reviewed on 2023/03/09

    Pros

    Website features and having all clients related files in one spot.

    Cons

    Support and the outlook feature. Suggestions for improvements to the system are slow to implement or ignored or half fixed.

    Response from Backstop Solutions Group

    Thank you for your feedback, Imre! We are happy to hear that you believe Backstop offers helpful features. We have flagged your comments about improving support and Outlook features to our product team.

    Showing 5 reviews of 46 Read all reviews

    Backstop FAQs

    Below are some frequently asked questions for Backstop.

    Backstop offers the following pricing plans:

    • Starting from: US$3 000,00/year
    • Pricing model: Subscription
    • Free Trial: Not Available

    Contact Backstop Solutions for detailed pricing information.

    Backstop has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

    Backstop supports the following languages:

    English

    Backstop supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    We do not have any information about what integrations Backstop has

    Backstop offers the following support options:

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

    Related categories

    See all software categories found for Backstop.