33 Backstop Solutions Testimonials

“Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”

“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”

“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”

“Not only are we happy with the cost savings provided by Backstop, we’ve experienced at least a 10% improvement in report generation time. By moving performance reporting to Backstop, we’ve improved our data accuracy, and it’s even helped us better communicate across the team. We’ve been really impressed by Backstop’s ability to listen to its users so that the product keeps evolving to meet our needs.”

“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist with functionality of the platform.”

“It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support."

“We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”

"Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning."

“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting out. They were able to show us how intuitive data entry is in Backstop, and now we log everything! Not only does this help us leave a historical audit trail to ensure we stay compliant, but it’s also just good business sense to have everything in one place for everyone on my team to access at any time.”

“I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."

“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”

“Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have them with.”

“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”

"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”

"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”