What users are saying about
1 Rating
5 Ratings
1 Rating
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Score 8 out of 100
5 Ratings
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Score 8.9 out of 100

Likelihood to Recommend

Backstop

I think for people who are in investment sales or portfolio management, Backstop can be an incredibly valuable resource.
Sean Carr, CFA | TrustRadius Reviewer

Junxure

Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
Lisa Humbert | TrustRadius Reviewer

Pros

Backstop

  • Storage of notes from calls and meetings.
  • Tracking portfolio holding balances, transactions, and IRRs/MOICs.
  • Allowing flexibility for client-defined uses.
Sean Carr, CFA | TrustRadius Reviewer

Junxure

  • Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
  • Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
  • The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
Malise Holder | TrustRadius Reviewer

Cons

Backstop

  • Simplicity, ease of use (hard to get everyone on the team on the same page for how to use it).
  • Opportunities have been really hard for us to leverage.
  • It seems like it's geared towards salespeople sometimes instead of portfolio managers, etc.
Sean Carr, CFA | TrustRadius Reviewer

Junxure

  • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
  • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
  • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Backstop

No score
No answers yet
No answers on this topic

Junxure

Junxure 9.1
Based on 1 answer
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
Lisa Humbert | TrustRadius Reviewer

Support Rating

Backstop

Backstop 10.0
Based on 1 answer
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.
Sean Carr, CFA | TrustRadius Reviewer

Junxure

No score
No answers yet
No answers on this topic

Alternatives Considered

Backstop

I have not used or evaluated any Backstop competitors. Freestone already used Backstop when I started.
Sean Carr, CFA | TrustRadius Reviewer

Junxure

The customer support is amazing and was a big reason my firm chose Junxure to work with. While the software may seem the same, Junxure has been working on enhancing their offer and the new upcoming version seems to eliminate some of the points of pain such as allowing for customization, reduction of clicks, and making things more intuitive. They are also creating a web form where clients can fill out their info which eliminates work on our part.
Anonymous | TrustRadius Reviewer

Return on Investment

Backstop

  • Makes our team more efficient (i.e. less people needed for admin work).
  • Allows PMs to spend more time on their jobs and less on systems maintenance/tracking.
  • Increases transparency across teams (other teams can log into Backstop to see the latest updates).
Sean Carr, CFA | TrustRadius Reviewer

Junxure

  • Junxure has impacted us positively in every way! We can spend more time growing our business by focusing more on our clients. We reduced our paper usage and being digital saves us precious time and money.
Malise Holder | TrustRadius Reviewer

Pricing Details

Backstop

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Junxure

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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