# AdvisorEngine CRM vs Backstop Solutions Suite Comparison

| | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 26 | 46 | 
| **Largest Market Segment** | Small-Business (92.3% of reviews) | Small-Business (76.1% of reviews) | 
| **Entry Level Price** | $65.00 Per Month | Contact Us | 


---
## Ratings Comparison
| Rating | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
  | **Meets Requirements** | 8.5 (19 reviews) | 9.1 (32 reviews) | 
  | **Ease of Use** | 7.7 (21 reviews) | 9.1 (32 reviews) | 
  | **Ease of Setup** | 8.1 (8 reviews) | 8.5 (14 reviews) | 
  | **Ease of Admin** | 7.7 (8 reviews) | 9.2 (16 reviews) | 
  | **Quality of Support** | 8.7 (19 reviews) | 9.1 (32 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (8 reviews) | 9.5 (16 reviews) | 
  | **Product Direction (% positive)** | 8.8 (20 reviews) | 9.2 (29 reviews) | 

---
## Pricing

### AdvisorEngine CRM

#### Entry-Level Pricing

Plan: AdvisorEngine CRM

Price: $65.00 Per Month

Description: Price is per user / month. Billed Annually.

✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating

Key Features:
- 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

[Learn more about AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews)

#### Free Trial

Yes

### Backstop Solutions Suite

#### Entry-Level Pricing

Plan: Portfolio Management

Price: Contact Us

Description: 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.

Key Features:
- 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.

[Browse all 5 editions](https://www.g2.com/products/backstop-solutions-suite/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### Financial Research

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Backstop Solutions Suite** | 9.7/10 | 7 |

#### Financial Information

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Data Visualization** | Not enough data | Not enough data | 
| **Document Search** | Not enough data | Not enough data | 

#### Analysis

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Financial Analysis** | Not enough data | Feature Not Available | 
| **Charting** | Not enough data | Not enough data | 
| **Risk Analysis** | Not enough data | Feature Not Available | 
| **Document Annotation** | Not enough data | Not enough data | 
| **Collaboration** | Not enough data | 9.7 (5 reviews) | 

#### Market News

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Alerts and Monitoring** | Not enough data | Feature Not Available | 
| **Market Information** | Not enough data | Feature Not Available | 
| **Market News** | Not enough data | Feature Not Available | 

#### Platform Basics

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Mobility** | Not enough data | Not enough data | 
| **Interoperability** | Not enough data | Not enough data | 

#### Agentic AI - Financial Research

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Backstop Solutions Suite** | 8.2/10 | 13 |

#### Functionality

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Customizable Reporting** | Not enough data | 9.0 (12 reviews) | 
| **Market Analytics** | Not enough data | Feature Not Available | 
| **Client Portal** | Not enough data | 9.0 (7 reviews) | 
| **Investment Accounting** | Not enough data | 6.9 (6 reviews) | 
| **Real time ** | Not enough data | Not enough data | 
| **Compliance** | Not enough data | Not enough data | 
| **Customizable Reporting** | Not enough data | Not enough data | 

#### Integration

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Data aggregation** | Not enough data | 7.9 (7 reviews) | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | 

#### Agentic AI - Investment Portfolio Management

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Investment Accounting

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Backstop Solutions Suite** | 9.1/10 | 8 |

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Cloud** | Not enough data | 9.3 (5 reviews) | 
| **On-Premise** | Not enough data | Feature Not Available | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Global-Asset** | Not enough data | Not enough data | 
| **Integrated General Ledger** | Not enough data | Feature Not Available | 

#### Platform Content

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Automation** | Not enough data | Feature Not Available | 

#### Platform Data

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Dashboard** | Not enough data | 8.8 (7 reviews) | 

#### Platform Interoperability

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Performance

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

### Real Estate Investment Management

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Backstop Solutions Suite** | N/A | N/A |

#### Platform Basics

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Interoperability** | Not enough data | Feature Not Available | 
| **Reporting** | Not enough data | Not enough data | 

#### Portfolio Monitoring

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Asset Management** | Not enough data | Not enough data | 
| **Portfolio Management** | Not enough data | Not enough data | 
| **Market Research** | Not enough data | Feature Not Available | 
| **Investment Management** | Not enough data | Not enough data | 

#### Platform Content

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Automation** | Not enough data | Feature Not Available | 

#### Investment Operations Management

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Investor Portal** | Not enough data | Not enough data | 
| **Back-Office Operations** | Not enough data | Feature Not Available | 
| **Fundraising Management** | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | 
| **Financial Calculator** | Not enough data | Feature Not Available | 
| **Investor Reporting** | Not enough data | Not enough data | 

#### Platform Data

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Visualization** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **Alerts and Notifications** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Cloud** | Not enough data | Not enough data | 
| **Portal** | Not enough data | Not enough data | 
| **Investor Statements** | Not enough data | Not enough data | 
| **Mobility** | Not enough data | Not enough data | 

### Investor Reporting

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Backstop Solutions Suite** | 9.4/10 | 13 |

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Portal** | Not enough data | 8.8 (8 reviews) | 
| **Messaging** | Not enough data | Feature Not Available | 
| **White-Labeling** | Not enough data | 9.7 (6 reviews) | 

#### Platform Data

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Report Manipulation** | Not enough data | Not enough data | 
| **Platform Search** | Not enough data | 9.8 (8 reviews) | 
| **Document Automation** | Not enough data | 9.7 (5 reviews) | 

#### Platform Content

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Email Templates** | Not enough data | 9.4 (8 reviews) | 
| **Email Automation** | Not enough data | Not enough data | 
| **Custom Reports** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | 9.0 (7 reviews) | 

### Investor Relationship Management

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Backstop Solutions Suite** | 8.9/10 | 14 |

#### Sales Force Automation

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Segmenting** | Not enough data | 9.7 (6 reviews) | 
| **Contract Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | 8.5 (8 reviews) | 
| **White-Labeling** | Not enough data | Not enough data | 

#### Platform Analytics

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Forecasting** | Not enough data | Feature Not Available | 
| **Reports** | Not enough data | 8.9 (11 reviews) | 
| **Analytics** | Not enough data | 8.7 (10 reviews) | 

#### Marketing Automation

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Email Templates** | Not enough data | 9.1 (9 reviews) | 
| **Email Automation** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | 8.3 (7 reviews) | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | 9.1/10 | 7 |
| **Backstop Solutions Suite** | 8.4/10 | 13 |

#### Content

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Automation** | 8.1 (7 reviews) | Not enough data | 

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Pre-Built Connectors** | 9.3 (5 reviews) | Not enough data | 
| **Dashboard** | 9.0 (7 reviews) | 8.1 (9 reviews) | 
| **Cloud** | 9.8 (7 reviews) | 9.3 (9 reviews) | 
| **Mobility** | 8.7 (5 reviews) | 7.9 (8 reviews) | 
| **Messaging** | Not enough data | Feature Not Available | 

#### Platform Reporting and Analytics

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Reporting** | Not enough data | 9.0 (10 reviews) | 
| **Forecasting** | Not enough data | Feature Not Available | 

#### Customer Support

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Case Management** | 8.6 (6 reviews) | 8.1 (9 reviews) | 
| **Customer Support Portal** | 9.3 (5 reviews) | 8.5 (11 reviews) | 
| **Knowledge Base** | 9.7 (5 reviews) | 8.5 (11 reviews) | 
| **Support Analytics** | Not enough data | Feature Not Available | 

#### Marketing Automation

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Campaign Management** | Not enough data | Not enough data | 
| **Lead Management** | 9.7 (5 reviews) | Not enough data | 
| **Marketing Analytics** | Not enough data | Feature Not Available | 

#### Sales Force Automation

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Pipeline Management** | Not enough data | 7.7 (5 reviews) | 
| **Task Management** | 9.0 (5 reviews) | Not enough data | 
| **Product and Price List Management** | Not enough data | Feature Not Available | 
| **Quote and Order Management** | Not enough data | Feature Not Available | 
| **Contract Management** | Not enough data | Not enough data | 

#### Agentic AI - Financial Services CRM

| Feature | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Decision Making** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


**Unique to Backstop Solutions Suite (6):** [Investment Accounting Software](https://www.g2.com/categories/investment-accounting), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Financial Research Software](https://www.g2.com/categories/financial-research), [Investor Reporting Software](https://www.g2.com/categories/investor-reporting), [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management), [Real Estate Investment Management Software](https://www.g2.com/categories/real-estate-investment-management)


---
## Reviewer Demographics

### By Company Size

| Segment | AdvisorEngine CRM | Backstop Solutions Suite | 
|---|---|---|
| **Small-Business** | 92.3% | 76.1% | 
| **Mid-Market** | 7.7% | 19.6% | 
| **Enterprise** | 0% | 4.3% | 

### By Industry

#### AdvisorEngine CRM

- **Financial Services:** 69.2%
- **Investment Management:** 19.2%
- **Accounting:** 7.7%
- **Computer Software:** 3.8%

#### Backstop Solutions Suite

- **Financial Services:** 41.3%
- **Investment Management:** 34.8%
- **Venture Capital & Private Equity:** 8.7%
- **Capital Markets:** 4.3%
- **Printing:** 2.2%
- **Non-Profit Organization Management:** 2.2%
- **Investment Banking:** 2.2%
- **Individual & Family Services:** 2.2%
- **Executive Office:** 2.2%

---
## Alternatives

### Alternatives to AdvisorEngine CRM

- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (77 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [vcita](https://www.g2.com/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews)

### Alternatives to Backstop Solutions Suite

- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (406 reviews)
- [Yardi Breeze](https://www.g2.com/products/yardi-breeze/reviews) — 4.1/5 stars (362 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Crunchbase](https://www.g2.com/products/crunchbase/reviews) — 4.4/5 stars (407 reviews)
- [AlphaSense](https://www.g2.com/products/alphasense/reviews) — 4.6/5 stars (317 reviews)
- [Agora Real Estate](https://www.g2.com/products/agora-real-estate/reviews) — 4.8/5 stars (318 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews)
- [Perplexity](https://www.g2.com/products/perplexity/reviews) — 4.4/5 stars (301 reviews)
- [Dynamo Software](https://www.g2.com/products/dynamo-software-dynamo-software/reviews) — 4.2/5 stars (34 reviews)

---
## Top Discussions

### AdvisorEngine CRM

- Title: [What is the use of Junxure?](https://www.g2.com/discussions/what-is-the-use-of-junxure) — 1 comment
  > **Top comment:** "it is our CRM"
- Title: [What is junxure cloud?](https://www.g2.com/discussions/what-is-junxure-cloud) — 1 comment
  > **Top comment:** "Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them."
- Title: [Does Junxure Cloud integrate with email programs?](https://www.g2.com/discussions/does-junxure-cloud-integrate-with-email-programs) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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..."

### Backstop Solutions Suite

- Title: [The relationship options should be streamlined; is that possible?  It seems repetitive.](https://www.g2.com/discussions/the-relationship-options-should-be-streamlined-is-that-possible-it-seems-repetitive) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/advisorengine-crm-vs-backstop-solutions-suite)