Compare AdvisorEngine CRM and Backstop Solutions Suite 
Featured Products
At a Glance
Market Segments
Small-Business (92.3% of reviews)
Small-Business (76.1% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$65.00 Per Month
Contact Us
AdvisorEngine CRM
Star Rating
(26)4.0 out of 5
Market Segments
Small-Business (92.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$65.00 Per Month
Learn more about AdvisorEngine CRMBackstop Solutions Suite
Star Rating
(46)4.7 out of 5
Market Segments
Small-Business (76.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Contact Us
Browse all 5 pricing plansAdvisorEngine CRM vs Backstop Solutions Suite
When assessing the two solutions, reviewers found Backstop Solutions Suite easier to use, set up, and administer. Reviewers also preferred doing business with Backstop Solutions Suite overall.
- Reviewers felt that Backstop Solutions Suite meets the needs of their business better than AdvisorEngine CRM.
- When comparing quality of ongoing product support, reviewers felt that Backstop Solutions Suite is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Backstop Solutions Suite over AdvisorEngine CRM.
Pricing
Entry-Level Pricing
AdvisorEngine CRM
AdvisorEngine CRM
$65.00
Per Month
Price is per user / month. Billed Annually.
✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed
Backstop Solutions Suite
Portfolio Management
Contact Us
Backstop’s Portfolio Management
platform provides the ability to manage
multi-asset class investments, communications
and portfolio performance, and
conduct due diligence on existing and
potential managers.
- Access your data instantly, from anywhere, any time through a secure, reliable cloud-based platform.
- Increase your operational efficiencies through a centralized, comprehensive portfolio management system.
- Manage, view, and analyze the entire investment cycle, all in one place.
Free Trial
AdvisorEngine CRM
Free Trial is available
Backstop Solutions Suite
No trial information availableRatings
Meets Requirements
8.5
19
9.1
32
Ease of Use
7.7
21
9.1
32
Ease of Setup
8.1
8
8.5
14
Ease of Admin
7.7
8
9.2
16
Quality of Support
8.7
19
9.1
32
Has the product been a good partner in doing business?
9.4
8
9.5
16
Product Direction (% positive)
8.8
20
9.2
29
Features by Category
Financial Information
Not enough data
Not enough data
Not enough data
Not enough data
Analysis
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
9.7
5
Market News
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Research
Not enough data
Not enough data
Functionality
Not enough data
9.0
12
Not enough data
Feature Not Available
Not enough data
9.0
7
Not enough data
6.9
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
7.9
7
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
9.3
5
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Platform Content
Not enough data
Feature Not Available
Platform Data
Not enough data
8.8
7
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Platform Basics
Not enough data
Feature Not Available
Not enough data
Not enough data
Portfolio Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Platform Content
Not enough data
Feature Not Available
Investment Operations Management
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
8.8
8
Not enough data
Feature Not Available
Not enough data
9.7
6
Platform Data
Not enough data
Not enough data
Not enough data
9.8
8
Not enough data
9.7
5
Platform Content
Not enough data
9.4
8
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.0
7
Sales Force Automation
Not enough data
9.7
6
Not enough data
Not enough data
Not enough data
8.5
8
Not enough data
Not enough data
Platform Analytics
Not enough data
Feature Not Available
Not enough data
8.9
11
Not enough data
8.7
10
Marketing Automation
Not enough data
9.1
9
Not enough data
Not enough data
Not enough data
8.3
7
Content
8.1
7
Not enough data
Platform Additional Functionality
9.3
5
Not enough data
9.0
7
8.1
9
9.8
7
9.3
9
8.7
5
7.9
8
Not enough data
Feature Not Available
Platform Reporting and Analytics
Not enough data
9.0
10
Not enough data
Feature Not Available
Customer Support
8.6
6
8.1
9
9.3
5
8.5
11
9.7
5
8.5
11
Not enough data
Feature Not Available
Marketing Automation
Not enough data
Not enough data
9.7
5
Not enough data
Not enough data
Feature Not Available
Sales Force Automation
Not enough data
7.7
5
9.0
5
Not enough data
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AdvisorEngine CRM and Backstop Solutions Suite are categorized as Financial Services CRM
Unique Categories
AdvisorEngine CRM has no unique categories
Backstop Solutions Suite is categorized as Investment Accounting, Investment Portfolio Management, Financial Research, Investor Reporting, Investor Relationship Management, and Real Estate Investment Management
Reviews
Reviewers' Company Size
AdvisorEngine CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Backstop Solutions Suite
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
69.2%
Investment Management
19.2%
Accounting
7.7%
Computer Software
3.8%
‐
Other
0.0%
Financial Services
41.3%
Investment Management
34.8%
Venture Capital & Private Equity
8.7%
Capital Markets
4.3%
Printing
2.2%
Other
8.7%
Alternatives
Discussions
What is the use of Junxure?
1 Comment
CP
it is our CRMRead more
What is junxure cloud?
1 Comment
CP
Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them.Read more
Does Junxure Cloud integrate with email programs?
1 Comment
Official Response from AdvisorEngine CRM
Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are...Read more
The relationship options should be streamlined; is that possible? It seems repetitive.
1 Comment
Official Response from Backstop Solutions Suite
That's an interesting idea, Tia! We're working with other clients on this very topic and will have your relationship manager, Hugh, reach out to you directly...Read more
Backstop Solutions Suite has no more discussions with answers
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