---
description: Review of Backstop Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Backstop | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Hedge Fund Software](/directory/4146/hedge-fund/software) > [Backstop](/software/127096/backstop)

# Backstop

Canonical: https://www.softwareadvice.co.uk/software/127096/backstop

Page: 1 / 3\
Next: [Next page](https://www.softwareadvice.co.uk/software/127096/backstop?page=2)

> Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships. &#10;&#10;Features of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more.&#10;&#10;Enterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.
> 
> Verdict: Rated **4.3/5** by 46 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 46 Reviews |
| Ease of Use | 4.2/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Backstop Solutions Group
- **Location**: Chicago, US
- **Founded**: 2003

## Commercial Context

- **Starting Price**: US$3,000.00
- **Pricing Details**: Contact Backstop Solutions for detailed pricing information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, China, Denmark, Finland, France, Germany, Hong Kong SAR China, Iceland, Ireland, Israel, Italy, Japan, Jordan, Liechtenstein, Mauritius, Norway, Poland, Qatar, Singapore and 6 more

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Benchmarking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Client Portal
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Contact Management
- Customer Database
- Customisable Reports
- Customizable Fields

## Support Options

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

## Category

- [Hedge Fund Software](https://www.softwareadvice.co.uk/directory/4146/hedge-fund/software)

## Related Categories

- [Hedge Fund Software](https://www.softwareadvice.co.uk/directory/4146/hedge-fund/software)
- [Equity Management Software](https://www.softwareadvice.co.uk/directory/4683/equity-management/software)
- [Financial Risk Management Software](https://www.softwareadvice.co.uk/directory/4165/financial-risk-management/software)
- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Financial CRM Software](https://www.softwareadvice.co.uk/directory/3247/financial/software)

## Alternatives

1. [Sage Intacct](https://www.softwareadvice.co.uk/software/1710/sage-intacct) — 4.3/5 (608 reviews)
2. [Allvue](https://www.softwareadvice.co.uk/software/267398/allvue) — 5.0/5 (1 reviews)
3. [NetSuite](https://www.softwareadvice.co.uk/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews)
4. [PackHedge](https://www.softwareadvice.co.uk/software/473991/PackHedge) — 4.9/5 (11 reviews)
5. [Workday Financial Management](https://www.softwareadvice.co.uk/software/52993/workday-financial-management) — 4.4/5 (87 reviews)

## Reviews

### "Easy and Functional\!" — 4.0/5

> **Kent** | *29 August 2019* | Investment Management | Recommendation rating: 7.0/10
> 
> **Pros**: I love the simplicity and ease of use of the software
> 
> **Cons**: The software sometimes crashes and I am not able to accomplish work, but this is rare

-----

### "Happy user" — 4.0/5

> **Imre** | *9 March 2023* | Financial Services | Recommendation rating: 8.0/10
> 
> **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.

-----

### "Very handy SaaS solution for investment business" — 3.0/5

> **Verified Reviewer** | *4 September 2019* | Financial Services | Recommendation rating: 7.0/10
> 
> **Pros**: Ease of use, reporting, intuitive user interface, Rest API
> 
> **Cons**: Performance of the product goes south sometimes. Searchability could use some work as well.

-----

### "Backstop - Functional, Collaborative, Efficient" — 4.0/5

> **Brett** | *14 March 2023* | Investment Management | Recommendation rating: 8.0/10
> 
> **Pros**: 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.
> 
> **Cons**: Backstop can be slow at times, lag and take some time to load.
> 
> 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.

-----

### "Backstop Review - Outlook & Opportunities" — 4.0/5

> **Idjaz** | *21 February 2023* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: One of the best friendly user (UI/UX) interface in the space
> 
> **Cons**: Probably can improve on the accounting/portfolio management side (in terms of functionalities)

-----

Page: 1 / 3\
Next: [Next page](https://www.softwareadvice.co.uk/software/127096/backstop?page=2)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/127096/backstop)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/127096/backstop> |
| en | <https://www.softwareadvice.com/equity-management/backstop-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/127096/backstop> |
| en-GB | <https://www.softwareadvice.co.uk/software/127096/backstop> |
| en-IE | <https://www.softwareadvice.ie/software/127096/backstop> |
| en-NZ | <https://www.softwareadvice.co.nz/software/127096/backstop> |
| fr | <https://www.softwareadvice.fr/software/127096/backstop> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"Backstop","description":"Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage multi-asset class portfolios, research, investor relations, and customer relationships. \n\nFeatures of Backstop include management of capital raising, partnership allocation, portfolio planning, private equity and more. Backstop's customer relationship management allows asset managers to track client and partner activities, research materials, create investment documents and communicate via emails. Additionally, it comes with a web-based reporting portal, which helps investors and partners access information on investments, accounts, fund research and more.\n\nEnterprises can use Backstop's application programming interface (API) to integrate the system with several third-party applications including Preqin, Barclay Hedge, Morningstar, Crystal Reports, Oracle Business Intelligence Enterprise Edition and more. Pricing is available on request and support is extended via phone, email and other measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e55d348d-61db-48eb-ae23-77797a46f951.jpeg","url":"https://www.softwareadvice.co.uk/software/127096/backstop","@id":"https://www.softwareadvice.co.uk/software/127096/backstop#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.3,"bestRating":5,"ratingCount":46},"offers":{"price":"3000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.co.uk/software/127096/backstop#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Hedge Fund Software","position":2,"item":"/directory/4146/hedge-fund/software","@type":"ListItem"},{"name":"Backstop","position":3,"item":"/software/127096/backstop","@type":"ListItem"}]}]}
</script>
