What users are saying about
1 Rating
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Score 8 out of 100
6 Ratings
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Score 8.6 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

Wolters Kluwer CCH ProSystem fx

If you want to streamline your record keeping, daily accounting tasks, and tax prep and review, CCH ProSystem fx will greatly increase your productivity by integrating all those needs. It is very useful for any professional that wants high quality and reliable software to aid your daily accounting work or tax returns.
Anonymous | 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

Wolters Kluwer CCH ProSystem fx

  • user friendly
  • everything is digitized
Anonymous | 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

Wolters Kluwer CCH ProSystem fx

  • Sometimes opening the Document program can be slow--I have to be patient.
  • Lots of options and commands, takes some time to get used to and master the programs.
Anonymous | 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

Wolters Kluwer CCH ProSystem fx

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

Wolters Kluwer CCH ProSystem fx

Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.
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

Wolters Kluwer CCH ProSystem fx

No answers on this topic

Pricing Details

Backstop

General

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

Wolters Kluwer CCH ProSystem fx

General

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

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