TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Backstop

    Score10 out of 10
    N/ABackstop 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.N/A

    Total Expert

    Score9 out of 10
    N/ATotal Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike CRM systems and marketing tools built to serve multiple industries, Total Expert focuses on the unique needs of financial…N/A
    Pricing
    BackstopTotal Expert
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    BackstopTotal Expert
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    BackstopTotal Expert
    Likelihood to Recommend
    10.0
    (3 ratings)
    10.0
    (1 ratings)
    Support Rating
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    BackstopTotal Expert
    Likelihood to Recommend
    Backstop Solutions Group
    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.
    Incentivized
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    Total Expert
    It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings.
    Incentivized
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    Pros
    Backstop Solutions Group
    • Storage of notes from calls and meetings.
    • Tracking portfolio holding balances, transactions, and IRRs/MOICs.
    • Allowing flexibility for client-defined uses.
    Incentivized
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    Total Expert
    • Database
    • Customer Service is pretty good
    • Mass emailing
    Incentivized
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    Cons
    Backstop Solutions Group
    • Poor communication procedures
    • Lack of specific OS support
    • No mobile version for Backstop
    Incentivized
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    Total Expert
    • To create co-branded material without having to have realtor opt-in first
    • Home flyers are difficult to use. List reports is much easier
    Incentivized
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    Support Rating
    Backstop Solutions Group
    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.
    Incentivized
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    Total Expert
    No answers on this topic
    Alternatives Considered
    Backstop Solutions Group
    I have not used or evaluated any Backstop competitors. Freestone already used Backstop when I started.
    Incentivized
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    Total Expert
    Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss
    Incentivized
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    Return on Investment
    Backstop Solutions Group
    • Business ends up profiting
    • The chances of investing in the wrong projects don't exist
    • The analytical assistance from Backstop increases more investment plans
    Incentivized
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    Total Expert
    • Increased engagement with prospects
    • Increased engagement with realtors
    • Increased reach with realtors and clients
    Incentivized
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