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Backstop vs Shareworks Comparison

Overview

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

Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and...

  • 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
/
No info available
/
  • 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

3.9

(13)

5

4

3

2

1

6

3

1

2

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
75%
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

The rules themselves are pretty easy to understand. Our client service managers are great and very helpful.
I enjoy checking things at a glance and it is easy to navigate which is perfect when I don't have a lot of time to check on things.
I liked the tool, the representation is very good.

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

I called Solium about it and the rep said he requested the information from their bank and it will take time, so he said he'll call me back.
He said that the cause of delay might be the ABA routing number that i use is wrong. I told him, how is that possible if i verified that ABA routing number to one of my Bank rep over the phone.
This was something i was actually unaware of until i checked my account. I am still not sure what happened here.
  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last review15 days ago

Key features

  • Total features33
  • "What If" Scenarios
  • API
  • Activity Dashboard
  • Activity Management
  • Assignment Management
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Calendar Management
  • Campaign Management
  • Cash Management
  • Certificate Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compensation Statements
  • Compliance Management
  • Custom Development
  • Customizable Branding
  • Customizable Reporting
  • Data Import/Export
  • Data Synchronization
  • Document Management
  • Drag & Drop Interface
  • Email Marketing Management
  • Employee Management
  • Employee Reward Programs
  • Expense Tracking
  • Financial Analysis
  • Forecasting
  • General Ledger
  • Grants Management
  • ISO Management
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Multi-Language
  • Payroll Integration
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Ratings & Reviews
  • Real Time Data
  • Reporting & Statistics
  • Role-Based Permissions
  • Scheduled Reporting
  • Search Functionality
  • Single Sign On
  • Tagging
  • Template Management
  • Transaction History
  • User Management
  • Watermarking
  • Total features25
  • "What If" Scenarios
  • API
  • Activity Dashboard
  • Activity Management
  • Assignment Management
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Calendar Management
  • Campaign Management
  • Cash Management
  • Certificate Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compensation Statements
  • Compliance Management
  • Custom Development
  • Customizable Branding
  • Customizable Reporting
  • Data Import/Export
  • Data Synchronization
  • Document Management
  • Drag & Drop Interface
  • Email Marketing Management
  • Employee Management
  • Employee Reward Programs
  • Expense Tracking
  • Financial Analysis
  • Forecasting
  • General Ledger
  • Grants Management
  • ISO Management
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Integration
  • Monitoring
  • Multi-Currency
  • Multi-Language
  • Payroll Integration
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Ratings & Reviews
  • Real Time Data
  • Reporting & Statistics
  • Role-Based Permissions
  • Scheduled Reporting
  • Search Functionality
  • Single Sign On
  • Tagging
  • Template Management
  • Transaction History
  • 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. Shareworks

See how Backstop and Shareworks 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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