Backstop vs. Wealthbox CRM

Backstop

3 Reviews and Ratings

Wealthbox CRM

7 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Backstop	Score 10.0 out of 10	N/A	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.	N/A
Wealthbox CRM	Score 9.9 out of 10	N/A	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.	N/A

Pricing

Backstop

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Backstop	Wealthbox CRM
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Backstop	Wealthbox CRM
Top Pros	Pro Provide us Pro Make better decisions Pro Portfolio management	Pro Ease of use Pro Setting up Pro Contact info
Top Cons	Minus Mobile version Minus Mobile devices Minus Little difficult	Minus Get resolved Minus Slows down

Best Alternatives
	Backstop	Wealthbox CRM
Small Businesses	Creatio Score 9.1 out of 10	Creatio Score 9.1 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Backstop	Wealthbox CRM
Likelihood to Recommend	10.0 (3 ratings)	8.0 (1 ratings)
Support Rating	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	Backstop	Wealthbox CRM
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 wilson bruno Logistics Supervisor Read full review	Starburst Labs 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. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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 Sean Carr, CFA Director Read full review	Starburst Labs Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Cons	Backstop Solutions Group Poor communication procedures Lack of specific OS support No mobile version for Backstop Incentivized wilson bruno Logistics Supervisor Read full review	Starburst Labs 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. Issues do not get resolved timely. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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 Sean Carr, CFA Director Read full review	Starburst Labs 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 Sean Carr, CFA Director Read full review	Starburst Labs Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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 wilson bruno Logistics Supervisor Read full review	Starburst Labs Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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