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Backstop vs Captable.io Comparison

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Overview

Backstop Solutions is an investment management platform which offers solutions for consultants & advisors, institutions &...

Captable.io is an equity management solution for startups, which offers tools for creating, collaborating on, and sharing...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$160/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.3

(37)

5

4

3

2

1

16

17

3

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

5.0

(2)

5

4

3

2

1

2

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

The flexibility of the software is a great feature - the ability to customize reports and layouts to suit our business has proven very helpful.
Easily able to import/create contacts, organizations and opportunities. Import/Export capabilities are good.
I love the simplicity and ease of use of the software.

Pros

Not enoughreviews yet

Cons

There are so many fields to choose from, sometimes you are lost.
Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.
More standardized risk and return performance reports.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features33
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Assignment Management
  • Calendar Management
  • Campaign Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Custom Development
  • Customizable Reporting
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Drag & Drop Interface
  • Email Marketing Management
  • Financial Analysis
  • Financial Management
  • General Ledger
  • Grants Management
  • Graphical Planning
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Ratings & Reviews
  • Reporting & Statistics
  • Role-Based Permissions
  • Scenario Planning
  • Search Functionality
  • Stock Management
  • Summary Reports
  • Tagging
  • Template Management
  • Transaction History
  • User Management
  • Visual Analytics
  • Watermarking
  • Workflow Management
  • Total features20
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Assignment Management
  • Calendar Management
  • Campaign Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Custom Development
  • Customizable Reporting
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Drag & Drop Interface
  • Email Marketing Management
  • Financial Analysis
  • Financial Management
  • General Ledger
  • Grants Management
  • Graphical Planning
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Ratings & Reviews
  • Reporting & Statistics
  • Role-Based Permissions
  • Scenario Planning
  • Search Functionality
  • Stock Management
  • Summary Reports
  • Tagging
  • Template Management
  • Transaction History
  • User Management
  • Visual Analytics
  • Watermarking
  • Workflow Management

Integrations

  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Backstop vs. Captable.io

See how Backstop and Captable.io stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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