Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio management and due diligence tracking.
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S&P Capital IQ
Score7.5 out of 10
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Capital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.
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Wealthbox CRM
Score8.3 out of 10
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Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.
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Pricing
Backstop
S&P Capital IQ
Wealthbox CRM
Editions & Modules
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Offerings
Pricing Offerings
Backstop
S&P Capital IQ
Wealthbox CRM
Free Trial
No
No
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Free/Freemium Version
No
No
No
Premium Consulting/Integration Services
No
No
No
Entry-level Setup Fee
No setup fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Backstop
S&P Capital IQ
Wealthbox CRM
Considered Multiple Products
Backstop Solutions Group
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S&P Global Inc.
Verified User
Chose S&P Capital IQ
Analysis of a wide variety of public firms is a breeze with S&P Capital IQ. Specifically, the program is great for valuing businesses by analysis of comparable businesses and transactions or by uploading corporate financials into Excel for use in a discounted cash flow. …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Wealthbox (Starburst Labs, Inc)
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Key User Insights
Would buy again
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Delivers good value for the price
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Happy with the feature set
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Lived up to sales and marketing promises
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Implementation went as expected
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Features
Backstop
S&P Capital IQ
Wealthbox CRM
Financial Research
Comparison of Financial Research features of Backstop and S&P Capital IQ and Wealthbox CRM
Backstop makes planning and selecting the portfolio efficiently. There is a candid assistance in matters of resource utilization. Moreso, Backstop has a cost accounting notion, which makes the company control the expenses they make. Finally, Backstop has classical research procedures where analysis and decisions arrive after extensive assistance and evaluations.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Cap IQ is well suited for analyzing security pricing and valuation, tracking stock performance over time, looking up comparable transactions, and analyzing valuations on an industry basis. The service is also well suited for charting and data analysis purposes.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Backstop support is fantastic. They always pick up the phone without a wait and are highly knowledgeable, I rarely need more than 5 minutes to fix an issue.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We had Capital IQ in addition to Bloomberg. It was much easier for a new person to use Capital IQ than Bloomberg. The ease of use was a huge selling point for us. Yahoo finance on the other hand is free, but you cannot gather all the data you may need in one location like you can in Capital IQ.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
