Plans and Pricing
Compare pricing of Backstop Solutions vs Compare with the following detailed pricing plan info. Backstop Solutions comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.
Screenshot
Take a look at the below screenshots and seamlessly compare the user interface of Backstop Solutions and Equisoft/connect for better insights.
Features
Compare between Backstop Solutions and Equisoft/connect on their key features and functionalities to pick the right one for your business.
- CRM for relationship, sales and communication management with Outlook integration
- Portfolio management for capital calls, distributions, subscriptions and redemptions
- Research Management System (RMS) for multi-asset research and due diligence
- Investor Relations tools and a branded investor/client portal
- Data Services with custodian feeds, benchmarks and BarclayHedge research data
- Fundraising and pipeline tracking
- Compliance and document management
- REST APIs for third-party system integration
- Centralized client, policy and investment data via automated data gateways
- Workflow automation for routine advisor tasks
- Integrated email and calendar sync with existing tools
- Compliance tracking to keep firms audit ready
- Pipeline and opportunity management with visual dashboards
- Unlimited secure document storage
- Mobile app for advisors
- Reporting and analytics tools
Additional Details
| Details | Backstop Solutions | Equisoft/connect |
|---|---|---|
| Languages | english | english |
| Country | United States | Canada |
| API Available | ✔ | ✔ |
| Run On Mobile Browser | ✖ | ✖ |
| Free Plan | ✖ | ✖ |
| Customization | ✔ | ✖ |
| Support | Email, Phone, Training | Email, Phone, Training |
| Target Audience | smes, enterprises | freelancers, smes, enterprises |
| Platforms | web app | web app |
| Subscription Plans | Yearly | Monthly |
| Deployment | cloud based | cloud based |