Backstop Solutions Suite Features
What are the features of Backstop Solutions Suite?
Functionality
- Customizable Reporting
Platform Reporting and Analytics
- Reporting
Customer Support
- Customer Support Portal
- Knowledge Base
Platform Analytics
- Reports
- Analytics
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Backstop Solutions Suite Categories on G2
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Financial Information
Data Visualization | Contains data visualization tools specifically tailored to handle financial information | Not enough data | |
Document Search | Provides financial document search functionality to users | Not enough data |
Analysis
Charting | Contains customizable data charting tools | Not enough data | |
Document Annotation | Provides document annotation and note taking capabilities. | Not enough data | |
Collaboration | Contains collaborative functionality that allows permissioned users to share documents and insights. | Not enough data |
Functionality
Customizable Reporting | Creates customizable reports utilizing market performance data This feature was mentioned in 12 Backstop Solutions Suite reviews. | 90% (Based on 12 reviews) | |
Client Portal | Contains a client portal for clients to access their | Not enough data | |
Investment Accounting | Carries out investment accounting | Not enough data | |
Real time | Maintains a real time view of assets and positions | Not enough data | |
Compliance | Contains a real time view of investment compliance operations | Not enough data | |
Customizable Reporting | Creates customizable reports utilizing market performance data | Not enough data |
Integration
Data aggregation | Aggregates financial market data from third party sources or integrates with solutions that do | Not enough data | |
Accounting Integration | Integrates with accounting solutions | Not enough data | |
Risk Management | Provides real time risk management assessment tools | Not enough data |
Content
Automation | Automates some or all operation related tasks | Not enough data |
Platform Additional Functionality
Cloud | Provides a cloud based version of the platform | Not enough data | |
Multi-Currency | Contains multi-currency accounting capabilities | Not enough data | |
Global-Asset | Contains global asset accounting capabilities | Not enough data | |
Cloud | Provides a cloud based version of the platform | Not enough data | |
Portal | Contains a portal to facilitate third-party or client application access | Not enough data | |
Investor Statements | Creates unique, customizable investor statements | Not enough data | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Pre-Built Connectors | Provides useful pre-defined data connections to important external systems and applications. | Not enough data | |
Dashboard | Has a centralized dashboard for users to interact with | Not enough data | |
Cloud | Provides a cloud based version of the platform | Not enough data | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Portal | Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more. | Not enough data | |
White-Labeling | Allows users to fully brand the portal. | Not enough data |
Platform Data
Dashboard | Has a centralized dashboard for users to interact with | Not enough data | |
Visualization | Contains tools to visalize data sets or workflows | Not enough data | |
Dashboard | Has a centralized dashboard for users to interact with | Not enough data | |
Alerts and Notifications | Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. | Not enough data | |
Report Manipulation | Investors can leverage in-app tools to produce different visualizations of the data. | Not enough data | |
Platform Search | Find important content or files using keywords, metadata, tags, etc. | Not enough data | |
Document Automation | Automates the creation of financial disclosure documents. | Not enough data |
Platform Interoperability
Pre-Built Connectors | Provides useful pre-defined data connections to important external systems and applications. | Not enough data |
Platform Performance
Reporting | Provides pre-built or customizable performance reports | Not enough data |
Platform Basics
Reporting | Provides analytics tools that reveal important business metrics and track progress. | Not enough data | |
Mobility | Is accessible from a mobile device and by users on the go. | Not enough data | |
Interoperability | Connects to external systems and applications as needed to complete team workflows. | Not enough data |
Platform Reporting and Analytics
Reporting | Provides analytics tools that reveal important business metrics and track progress. 10 reviewers of Backstop Solutions Suite have provided feedback on this feature. | 90% (Based on 10 reviews) |
Customer Support
Case Management | Contains customer request handling functionality and issue tracking. | Not enough data | |
Customer Support Portal | Based on 11 Backstop Solutions Suite reviews. A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more. | 85% (Based on 11 reviews) | |
Knowledge Base | Based on 11 Backstop Solutions Suite reviews. An information repository for customers to get self-service answers to their questions. | 85% (Based on 11 reviews) |
Marketing Automation
Campaign Management | Provides email marketing campaign management functionality. | Not enough data | |
Lead Management | Contains lead tracking and management capabilities. | Not enough data | |
Email Templates | Contains pre-built email templates for sending potential investors information. | Not enough data | |
Email Automation | Automates the sending of potential investor communications. | Not enough data | |
Lead Management | Allows users to track and manage leads. | Not enough data |
Sales Force Automation
Pipeline Management | Manages sales pipelines from prospecting to close. | Not enough data | |
Task Management | Manages sales force tasks, assigning tasks and distributing work. | Not enough data | |
Contract Management | Manages the entire contract process, from creation and negotiation to signing. | Not enough data | |
Segmenting | Segments investors and potential investors by multiple factors. | Not enough data | |
Contract Management | Handles the entire contract process. | Not enough data | |
Pipeline Management | Manages the entire investor capital pipeline, from prospect to close. | Not enough data | |
White-Labeling | Allows users to fully brand the portal. | Not enough data |
Platform Content
Email Templates | Contains pre-built email templates for sending investors information | Not enough data | |
Email Automation | See feature definition | Automates the sending of investor communications | Not enough data |
Custom Reports | Leverages investor information and documents to create custom reports tailored to individual investors | Not enough data | |
Alerts | Automatically sends alerts to investors when new documents or information is uploaded | Not enough data |
Platform Analytics
Reports | Based on 11 Backstop Solutions Suite reviews. Produces reports based on investor information and communications conducted in-app. | 89% (Based on 11 reviews) | |
Analytics | Analyzes investor communications and activity, creating data visualizations. This feature was mentioned in 10 Backstop Solutions Suite reviews. | 87% (Based on 10 reviews) |
Portfolio Monitoring
Asset Management | Analyzes performance of assets to prepare financial forecasts, perform cash flow analysis, determine value of property, and prepare for acquisition or disposition. | Not enough data | |
Portfolio Management | Monitors and tracks the development and performance of real estate properties; either focused on a specific type of property (commercial, residential, mixed-use / industrial, or retail) or can support a variety of property types. | Not enough data | |
Investment Management | Monitors the performance of existing investments and analyzes property data to recommend investment decisions. | Not enough data |
Investment Operations Management
Investor Portal | Enables correspondance and communication with and management of real estate investors. | Not enough data | |
Fundraising Management | Enables the raising of capital while protecting existing funds or capital and adhering to money lenders' guidelines. | Not enough data | |
Deal Management | Streamlines real estate deal management via pipeline tracking, collaborative workflows, deal analytics, deal information management, and reporting. | Not enough data | |
Investor Reporting | Generates asset performance reports specifically to present to investors, stakeholders, and board members. | Not enough data |
