Every Minute Matters

“We’ve been using Backstop for communications to investors and prospects through the email system, and I would say that having the ability to send information out to our investors and prospects and having that automatically cataloged is a real asset.”

“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.”

“Backstop is a key client engagement tool within our advisory business.  Their customized software configurability and flexibility, along with client service, have made Backstop a key partner for our firm”

“Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.

"We’ve evolved our processes and platforms to better serve our clients and, as part of this, we leverage the Backstop platform to inform our business decisions every day. Being able to see performance data the way we want to 'in the moment' is crucial, but to have efficient, intuitive dashboards that can present high-level information and more in-depth data as required, helps us make better decisions."

“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.”

"Early on, the value of Backstop software came from making things we were already doing better. Now they’re helping us do things we hadn’t even contemplated or anticipated.”

“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.”

"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.”

“Follow up very responsive and creative with solutions. Client focused.”

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

“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.”

“Backstop has delivered an incredible return on investment (ROI) to MCP. The efficiencies that we have gained enable us to work in a smart, targeted, strategic fashion.”

“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."

“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.

“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.

“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.”

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

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