Every Minute Matters

“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”

“The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”

“I work in Backstop 8 hours a day, 5 days a week. It is our document database and main data depository. It provides us with the tools we use on a daily basis to both analyze and house our data and all the documents that we receive. Besides ease of use, ease of reporting, and ease of viewing, the Backstop Support people are top of class.”

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

“Backstop is very easy to organize.  I have a wealth of data about our investors and prospects in one place.  The tags allow me to have focused emails and campaigns.  It makes us all more efficient at engaging our investors and prospects.”

"Backstop is the most flexible and intuitive CRM system I've used."

“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”

“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.”

“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.”

“Great relational database for information tracking, contact management, client management, distribution, and accounting.”

“We have all these different funds internally, and it can be a real pain to keep track of them with a small team. Using Backstop is a huge advantage.”