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Backstop vs FundPortal Comparison

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Overview

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

FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies,...

  • 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
$400/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

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

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
  • Asset Management
  • Assignment Management
  • Benchmarking
  • Business Analysis
  • Calendar Management
  • Campaign Analysis
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact Management
  • Custom Development
  • Customer Profiling
  • Customizable Reporting
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Drag & Drop Interface
  • Email Alerts
  • Email Integration
  • Email Invitations & Reminders
  • Email Marketing Management
  • Email Notifications
  • Email Response Control
  • Email Templates
  • Engagement Analytics
  • Financial Analysis
  • General Ledger
  • Historical Analysis
  • Meeting Management
  • Member Account Access
  • Microsoft Outlook Integration
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Progress Reports
  • Ratings & Reviews
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Role-Based Permissions
  • Search Functionality
  • Status Reporting
  • Summary Reports
  • Tagging
  • Template Management
  • Transaction History
  • User Defined Attributes
  • User Management
  • Watermarking
  • Total features42
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Asset Management
  • Assignment Management
  • Benchmarking
  • Business Analysis
  • Calendar Management
  • Campaign Analysis
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact Management
  • Custom Development
  • Customer Profiling
  • Customizable Reporting
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Drag & Drop Interface
  • Email Alerts
  • Email Integration
  • Email Invitations & Reminders
  • Email Marketing Management
  • Email Notifications
  • Email Response Control
  • Email Templates
  • Engagement Analytics
  • Financial Analysis
  • General Ledger
  • Historical Analysis
  • Meeting Management
  • Member Account Access
  • Microsoft Outlook Integration
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Progress Reports
  • Ratings & Reviews
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Role-Based Permissions
  • Search Functionality
  • Status Reporting
  • Summary Reports
  • Tagging
  • Template Management
  • Transaction History
  • User Defined Attributes
  • User Management
  • Watermarking

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. FundPortal

See how Backstop and FundPortal 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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