キャプテラ - 企業の最適な
ソフトウェア選びをサポートし15年

Backstopとは

Backstop Solutionsは、機関投資家やオルタナティブ・アセット・マネジメント会社向けにクラウドベースの生産性ソリューションを提供します。

Backstopの製品詳細

良いポイント:

Hotkeys for more advance searches. Integration with internal logins and ability to store large data sets.

改善してほしい点:

It's hard to organize the data. We always have duplicates.

Backstopの評価

評価ポイント

使いやすさ
4.2
カスタマーサービス
4.4
機能
4.2
価格の妥当性
4.0

おすすめ度

7.9/10

Backstopの総合評価は4.3/5です。 (キャプテラに寄せられた46件のレビューより集計)。

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レビューを絞り込む (46件)

Andrew
Andrew
アメリカのController, CPA
認証済みLinkedInユーザー
金融サービス, 11~50人規模の会社
使用期間: 2年以上
投稿経路

Backstop Review

5.0 4 年前

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.

Ajay
アメリカのHead of Technology, Client Services and Advisory
投資運用, 51~200人規模の会社
使用期間: 2年以上
投稿経路

検討した類似製品:

Backstop Review of Investor Relations module

4.0 昨年

製品を使ってみた感想: Overall, great saas software with flexibility for users and management

良いポイント:

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

改善してほしい点:

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

Backstop Solutions Groupからの返信

昨年

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.

認証済みレビュアー
認証済みLinkedInユーザー
投資運用, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

Mostly for reporting, needs improvement on analysis

3.0 5 年前

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

Jeannine
香港のChief Administrative Officer
金融サービス, 2~10人規模の会社
使用期間: 2年以上
投稿経路

検討した類似製品:

Backstop Review

4.0 昨年

良いポイント:

Valuable calculations and contact management

改善してほしい点:

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

Backstop Solutions Groupからの返信

昨年

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
アメリカのSenior Associate
金融サービス, 51~200人規模の会社
使用期間: 2年以上
投稿経路

Happy user

4.0 昨年

良いポイント:

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

改善してほしい点:

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

Backstop Solutions Groupからの返信

昨年

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.

認証済みレビュアー
認証済みLinkedInユーザー
金融サービス
使用期間: 2年以上
投稿経路

Ready-to-use CRM with sensible extensibility

5.0 6 年前

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
認証済みLinkedInユーザー
投資運用, 11~50人規模の会社
使用期間: 2年以上
投稿経路

Quality Product in a World with Many Competitors

4.0 5 年前

製品を使ってみた感想: Great tool for investment team to track meetings/calls as well as manage our massive database of documents. The team has always been willing to help with initiatives we have in the system and overall, my organization views Backstop as a central hub for much of our investment management work.

良いポイント:

Clean look, high quality search capability, strong reporting tools to extract data, very good customer support, Backstop team is always looking for ways to improve the software, overall the best CRM/document storage/high level investment management tool on the market

改善してほしい点:

Still missing some vital Private Equity components, still lacking in cash management functionality, far behind in mobile app technology, would like to see more analytical capabilities rather than just high level investment information

認証済みレビュアー
認証済みLinkedInユーザー
金融サービス, 2~10人規模の会社
使用期間: 2年以上
投稿経路

Backstop Review

5.0 6 年前

製品を使ってみた感想: Backstop has been my preferred CRM at four different institutions I have worked at over the past 10 years. It is very intuitive and user-friendly. The sales/support team will work with you for any bespoke request and will help you customize the product to fit your firm and team's optimal needs.

良いポイント:

Backstop is extremely customizable and therefore can meet every clients' needs. The platform is very helpful for centralizing all existing and prospective client information.

改善してほしい点:

I am not an active user of the Investor Bridge but in demo, did not find that to be very good.

認証済みレビュアー
認証済みLinkedInユーザー
印刷業, 1,001~5,000人規模の会社
使用期間: 2年以上
投稿経路

Backstop Review

4.0 5 年前

良いポイント:

Easy to use software that is very customizable. We utilize a balanced combo of out of the box features along with unique layouts to track tasks that are more specific to us. Backstop's staff and support teams are great. They are always willing to go the extra mile to solve an issue.

改善してほしい点:

Reporting can be a little onerous with the sheer volume of reportable data. There is a learning curve and a little extra effort required to get the reporting to meet your needs.

認証済みレビュアー
認証済みLinkedInユーザー
投資運用, 11~50人規模の会社
使用期間: 1年以上
投稿経路

Excellent CRM Platform!

5.0 5 年前

製品を使ってみた感想: Overall, I am very pleased with the platform. Our team has come to use it in-depth and daily!

良いポイント:

Backstop is a central hub for all of our relationships and reporting. The system is very easy to use, customizable, very robust, and the excel add-ins allow us to build sophisticated reports to match our daily needs and wants.

改善してほしい点:

While the platform overall is very customizable, there are certain aspects that aren't. For example, the opportunities section under the organization comes standard, and some of the information is irrelevant to use.

Lubna
カナダのClient Engagement Associate
金融サービス, 51~200人規模の会社
使用期間: 2年以上
投稿経路

Backstop - CRM Review

4.0 4 年前

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.

Kevin
アメリカのInvestor Relations
金融サービス, 51~200人規模の会社
使用期間: 2年以上
投稿経路

Backstop / InvestorBridge Review

4.0 6 年前

製品を使ってみた感想: My experience has been great thus far, the folks at Backstop have made the implementation process a breeze, they are always available for questions and assistance which is an invaluable part of being a Backstop client.

良いポイント:

Having a cloud based CRM with not only the functionality to store qualitative but also quantitative information is extremely helpful especially as a member of the investor relations team who is constantly servicing investors. Additionally, having the ability to have the CRM be the backdrop that feeds the investor portal is also great, having to only update one system saves time. The professional services team has been extremely helpful as we continue to implement new features.

改善してほしい点:

Like any software there are limitations however Backstop does a great job at taking feedback and creating new features from that.

Vivian
カナダのClient Portfolio Management Associate
投資運用, 51~200人規模の会社
使用期間: 2年以上
投稿経路

検討した類似製品:

Great CRM software

5.0 5 年前

製品を使ってみた感想: Satisfied. The software is developing rapidly to meet clients' needs.

良いポイント:

Designed for investment management companies. Reports and layouts are very customizable.

改善してほしい点:

The fund/account structure/logic is designed for U.S. clients mostly which are not all applicable for Canadian users.

Brett
アメリカのInvestment Analyst
投資運用, 11~50人規模の会社
使用期間: 1年以上
投稿経路

Backstop - Functional, Collaborative, Efficient

4.0 昨年

製品を使ってみた感想: We are solving an organizational need with the use of Backstop. Additionally, the platform offers analytical tools that would otherwise take a lot of hours to do manually. Lastly, the ability to log returns and other metrics we track is crucial to our process.

良いポイント:

Backstop's document management is my favorite feature. Not only can you properly organize documents coming from various places, but you can make them easily accessible to your entire team with ease.

改善してほしい点:

Backstop can be slow at times, lag and take some time to load.

Backstop Solutions Groupからの返信

昨年

Thank you for your feedback, Brett! We are happy to hear that Backstop's document management is your favorite feature. We have flagged your comments about loading time for our product team.

Heather
英国のInvestor Relations
金融サービス, 51~200人規模の会社
使用期間: 2年以上
投稿経路

Good software - lots of training required.

4.0 5 年前

良いポイント:

The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful.

改善してほしい点:

The flexibility of the software can also make things incredibly complicated and difficult to use at times. I'm the official 'power user' of the group - and have got to that position after attending conference, watching videos, and going to Backstop seminars. However - the rest of our group hasn't had the time or the mandate to do so, and it can be time-consuming for them to try to figure out some issues. I don't think that it's a very intuitive system to use at times (until you learn how it works), and that has presented some challenges.

Marc
香港のHead of New Products & Business Development
投資運用, 11~50人規模の会社
使用期間: 2年以上
投稿経路

Ovata

4.0 昨年

製品を使ってみた感想: Helpful tool to streamline and organize work flow.

良いポイント:

Ease of use, functionality, app is well-designed.

改善してほしい点:

Plug-in to Outlook could be more seamless.

Backstop Solutions Groupからの返信

昨年

Thank you for your feedback, Marc! We are happy to hear that you believe Backstop is easy to use and the app is well-designed. We have flagged your comments about improving Backstop for Outlook to our product team.

Maria
アメリカのClient Services Manager
金融サービス, 51~200人規模の会社
使用期間: 2年以上
投稿経路

Backstop and Backstop Portal

5.0 6 年前

製品を使ってみた感想: Prior to using Portal we emailed all investor documents individually, now we disseminate documents to investors through Backstop Portal and use it as our website host. Backstop CRM is how we track opportunities, investors, send out emails and keep track of events. Having one system to do so many tasks makes life much easier.

良いポイント:

Simple, easy to use, can be customized to fit the needs of the organization. Support is outstanding. Definitely the best of the dozen CRM/portal systems I've used over a 20+ year career in Finance.

改善してほしい点:

Reporting is still a bit slow and cumbersome.

Chris
アメリカのCTO
投資運用, 11~50人規模の会社
使用期間: 1年以上
投稿経路

Small Hedge Fund uses Backstop

5.0 6 年前

製品を使ってみた感想: Great for tracking fundraising process. Simple and easy to use. We selected Backstop about a year ago after a very thorough search of all FinTec CRM Systems, including Dynamo, Imagineer and many others. Backstop was the clear winner.

良いポイント:

Excellent support on Setup. Easily able to import/create contacts, organizations and opportunities. Import/Export capabilities are good. Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.

改善してほしい点:

Reporting is a bit cumbersome and slow. Customization is limited. Email integration created a huge headache, but was solved quickly. Outlook and Excel add-ins crash occasionally

Grace
アメリカのOperations & Compliance Associate
投資運用, 11~50人規模の会社
使用期間: 2年以上
投稿経路

Backstop Review

5.0 2 年前

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

2 年前

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.

Lianda
アメリカのClient Services Associate
投資運用, 201~500人規模の会社
使用期間: 6~12か月
投稿経路

I enjoy working with Backstop

5.0 昨年

製品を使ってみた感想: Great experience

良いポイント:

Easy to use - I love the reporting feature and how easy it is to manage the products / investor info

改善してほしい点:

The least - maybe the contacts management, sometimes seems like it could be a little easier - like emails could be emails without requiring first and last name, and old contacts could be better marked as old vs. having to be renamed OLD

Backstop Solutions Groupからの返信

昨年

Thank you for your feedback, Lianda! We are happy to hear that you believe Backstop is easy to use and offers helpful features. We have flagged your comments about improving contact management to our product team.

Jose
アメリカのCFO
投資運用, 2~10人規模の会社
使用期間: 2年以上
投稿経路

Single Family Office - Portfolio Management and Investor Reporting

5.0 5 年前

製品を使ってみた感想: I have been a user for almost 6 years now and I have been the software improved dramatically. They never stop innovating with the end user in mind.

良いポイント:

Analytical tools are great. The software is also very flexible and allows for individual customization of many items.

改善してほしい点:

The reporting engine is a bit outdated and the least user friendly part of the software. My understanding is they are working on a new reporting engine and we should see improvement soon.

Gina
アメリカのInvestor Relations
投資運用, 11~50人規模の会社
使用期間: 2年以上
投稿経路

Backstop Review

4.0 6 年前

製品を使ってみた感想: The customer service for Backstop is top notch. Everyone is eager to assist with questions or concerns. Their coffee break sessions are helpful tutorials to stay fresh on new features.

良いポイント:

This is an excellent software to track and monitor investor activity, communications, and account flows.

改善してほしい点:

Because the software is so customizable, it takes time to build some of the reports.

認証済みレビュアー
認証済みLinkedInユーザー
金融サービス, 1,001~5,000人規模の会社
使用期間: 2年以上
投稿経路

Backstop Streamlines Team Communication

5.0 5 年前

良いポイント:

Backstop allows us to streamline our communication as allocators, with the ability to upload notes, files and documents in a systematic way.

改善してほしい点:

It is a very powerful piece of software; there is a lot Backstop is capable of that we aren't taking advantage of. It takes a lot of time to get the most use out of the software.

Kelsey
アメリカのLegal & Compliance Coordinator
投資運用, 51~200人規模の会社
使用期間: 1年以上
投稿経路

Always Improving

5.0 5 年前

製品を使ってみた感想: Great. Responsive and professional team that always seems to be working!

良いポイント:

The effort BS puts in to customize and update our version of the software to make sure it is as user-friendly as possible and always expanding for more use purposes.

改善してほしい点:

Updates seem to affect other components of the software that are not intended. When updates are made, it would be ideal that a little bubble pops up to say "this is new" to ensure the new options are utilized/made known.

Idjaz
モーリシャスのData Analyst
金融サービス, 11~50人規模の会社
使用期間: 1年以上
投稿経路

Backstop Review - Outlook & Opportunities

4.0 昨年

良いポイント:

One of the best friendly user (UI/UX) interface in the space

改善してほしい点:

Probably can improve on the accounting/portfolio management side (in terms of functionalities)

Backstop Solutions Groupからの返信

昨年

Thank you for your feedback, Idjaz! We are happy to hear that you believe Backstop is one of the most user-friendly interfaces in the space. We have flagged your comments about improving our accounting and portfolio management functionality to our product team.