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Compare Backstop Solutions Suite and Pershing Financial Services 
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At a Glance
Market Segments
Small-Business (76.1% of reviews)
Enterprise (41.1% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
Contact Us
No pricing available
Backstop 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 plansPershing Financial Services
Star Rating
(58)4.2 out of 5
Market Segments
Enterprise (41.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Pershing Financial ServicesSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Backstop Solutions Suite excels in customizable reporting, with a score of 9.0, allowing firms to tailor reports to their specific needs. In contrast, Pershing Financial Services received a lower score of 8.3 in this area, indicating less flexibility in report customization.
- Reviewers mention that Backstop's client portal is highly rated at 9.0, providing a user-friendly interface for clients to access their information. Conversely, Pershing's client portal scored 8.3, suggesting it may not be as intuitive or feature-rich as Backstop's offering.
- G2 users highlight Backstop's superior ease of use, scoring 9.1, which is significantly higher than Pershing's score of 7.9. This suggests that users find Backstop's interface more accessible and easier to navigate, enhancing overall user experience.
- Users on G2 report that Backstop Solutions Suite has a strong quality of support, with a score of 9.1, indicating responsive and helpful customer service. In contrast, Pershing Financial Services scored 8.0, which may reflect a less satisfactory support experience for its users.
- Reviewers mention that Backstop's cloud functionality is rated at 9.3, showcasing its robust cloud capabilities, while Pershing's cloud features are not as highly rated, indicating potential limitations in cloud-based operations.
- Users say that Backstop's collaboration features are particularly strong, scoring 9.7, which facilitates teamwork and communication within firms. Pershing, however, did not score as highly in this area, suggesting it may lack some collaborative tools that enhance productivity.
Pricing
Entry-Level Pricing
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.
Pershing Financial Services
No pricing availableFree Trial
Backstop Solutions Suite
No trial information availablePershing Financial Services
No trial information availableRatings
Meets Requirements
9.1
32
8.6
32
Ease of Use
9.1
32
7.9
32
Ease of Setup
8.5
14
Not enough data
Ease of Admin
9.2
16
Not enough data
Quality of Support
9.1
32
8.0
32
Has the product been a good partner in doing business?
9.5
16
Not enough data
Product Direction (% positive)
9.2
29
8.5
23
Features by Category
Sales Force Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.0
5
Not enough data
8.7
5
Not enough data
Not enough data
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.0
5
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
8.0
5
Not enough data
8.3
5
Not enough data
8.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics
Not enough data
8.0
5
Not enough data
8.0
5
Not enough data
Not enough data
Mobile & Social
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.7
5
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Information
Not enough data
Not enough data
Not enough data
Not enough data
Analysis
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
Not enough data
Market News
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
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
9.0
12
8.3
14
Feature Not Available
7.6
13
9.0
7
8.3
13
6.9
6
8.6
14
Not enough data
8.6
14
Not enough data
8.3
14
Not enough data
Not enough data
Integration
7.9
7
7.8
13
Not enough data
8.5
13
Not enough data
8.5
13
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
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
Not enough data
Platform Content
Feature Not Available
Not enough data
Platform Data
8.8
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Platform Basics
Feature Not Available
Not enough data
Not enough data
Not enough data
Portfolio Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Platform Content
Feature Not Available
Not enough data
Investment Operations Management
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
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
8.8
8
Not enough data
Feature Not Available
Not enough data
9.7
6
Not enough data
Platform Data
Not enough data
Not enough data
9.8
8
Not enough data
9.7
5
Not enough data
Platform Content
9.4
8
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.0
7
Not enough data
Sales Force Automation
9.7
6
Not enough data
Not enough data
Not enough data
8.5
8
Not enough data
Not enough data
Not enough data
Platform Analytics
Feature Not Available
Not enough data
8.9
11
Not enough data
8.7
10
Not enough data
Marketing Automation
9.1
9
Not enough data
Not enough data
Not enough data
8.3
7
Not enough data
Content
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
8.1
9
Not enough data
9.3
9
Not enough data
7.9
8
Not enough data
Feature Not Available
Not enough data
Platform Reporting and Analytics
9.0
10
Not enough data
Feature Not Available
Not enough data
Customer Support
8.1
9
Not enough data
8.5
11
Not enough data
8.5
11
Not enough data
Feature Not Available
Not enough data
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Sales Force Automation
7.7
5
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Backstop Solutions Suite and Pershing Financial Services are categorized as Investment Portfolio Management
Unique Categories
Backstop Solutions Suite is categorized as Financial Services CRM, Investment Accounting, Financial Research, Investor Reporting, Investor Relationship Management, and Real Estate Investment Management
Pershing Financial Services is categorized as CRM
Reviews
Reviewers' Company Size
Backstop Solutions Suite
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Pershing Financial Services
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
41.3%
Investment Management
34.8%
Venture Capital & Private Equity
8.7%
Capital Markets
4.3%
Printing
2.2%
Other
8.7%
Financial Services
32.1%
Information Technology and Services
23.2%
Accounting
8.9%
Investment Banking
7.1%
Computer Software
5.4%
Other
23.2%
Alternatives
Discussions
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
Pershing Financial Services has no discussions with answers
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