# Backstop Solutions Suite, Pershing Financial Services vs Orion Risk Intelligence Comparison

| | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.2 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 46 | 58 | 36 | 
| **Largest Market Segment** | Small-Business (76.1% of reviews) | Enterprise (41.1% of reviews) | Small-Business (74.3% of reviews) | 
| **Entry Level Price** | Contact Us | No pricing available | $275.00 1 User Per Month | 


---
## Ratings Comparison
| Rating | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
  | **Meets Requirements** | 9.1 (32 reviews) | 8.6 (32 reviews) | 8.6 (23 reviews) | 
  | **Ease of Use** | 9.1 (32 reviews) | 7.9 (32 reviews) | 8.2 (25 reviews) | 
  | **Ease of Setup** | 8.5 (14 reviews) | Not enough data | Not enough data | 
  | **Ease of Admin** | 9.2 (16 reviews) | Not enough data | Not enough data | 
  | **Quality of Support** | 9.1 (32 reviews) | 8.0 (32 reviews) | 8.9 (24 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.5 (16 reviews) | Not enough data | Not enough data | 
  | **Product Direction (% positive)** | 9.2 (29 reviews) | 8.5 (23 reviews) | 7.7 (20 reviews) | 

---
## Pricing

### 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

### Pershing Financial Services

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Orion Risk Intelligence

#### Entry-Level Pricing

Plan: Standalone Pricing

Price: $275.00 1 User Per Month

Description: Receive a 10% discount by option for annual billing. This price includes full access to Orion Risk Intelligence. 

Key Features:
- 100+ Stress Tests
- Robust Regression Modeling
- Portfolio Construction

[Browse all 2 editions](https://www.g2.com/products/orion-risk-intelligence/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | N/A | N/A |
| **Pershing Financial Services** | 8.2/10 | 6 |
| **Orion Risk Intelligence** | N/A | N/A |

#### Sales Force Automation

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Contact & Account Management** | Not enough data | Not enough data | Not enough data | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | Not enough data | Not enough data | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 8.0 (5 reviews) | Not enough data | 
| **Task / Activity Management** | Not enough data | 8.7 (5 reviews) | Not enough data | 
| **Territory & Quota Management** | Not enough data | Not enough data | Not enough data | 
| **Desktop Integration** | Not enough data | 8.6 (6 reviews) | Not enough data | 
| **Product & Price List Management** | Not enough data | Not enough data | Not enough data | 
| **Quote & Order Management** | Not enough data | Not enough data | Not enough data | 
| **Customer Contract Management** | Not enough data | 8.0 (5 reviews) | Not enough data | 

#### Marketing Automation

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Email Marketing** | Not enough data | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | Not enough data | 
| **Marketing ROI Analytics** | Not enough data | Not enough data | Not enough data | 

#### Customer Support

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Case Management** | Not enough data | 8.0 (5 reviews) | Not enough data | 
| **Customer Support Portal** | Not enough data | 8.3 (5 reviews) | Not enough data | 
| **Knowledge Base** | Not enough data | 8.0 (5 reviews) | Not enough data | 
| **Call Center Features** | Not enough data | Not enough data | Not enough data | 
| **Support Analytics** | Not enough data | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Reporting** | Not enough data | 8.0 (5 reviews) | Not enough data | 
| **Dashboards** | Not enough data | 8.0 (5 reviews) | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | Not enough data | 

#### Mobile & Social

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Social Collaboration Features** | Not enough data | Not enough data | Not enough data | 
| **Social Network Integration** | Not enough data | Not enough data | Not enough data | 
| **Mobile User Support** | Not enough data | 8.7 (5 reviews) | Not enough data | 

#### Platform

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Customization** | Not enough data | Not enough data | Not enough data | 
| **Workflow Capability** | Not enough data | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | Not enough data | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | Not enough data | 
| **Document & Content Mgmt.** | Not enough data | Not enough data | Not enough data | 
| **Performance and Reliability** | Not enough data | Not enough data | Not enough data | 
| **Output Document Generation** | Not enough data | Not enough data | Not enough data | 

#### Integration

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Data Import & Export Tools** | Not enough data | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | Not enough data | 
| **Breadth of Partner Applications** | Not enough data | Not enough data | Not enough data | 

#### Generative AI

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Financial Research

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | 9.7/10 | 7 |
| **Pershing Financial Services** | N/A | N/A |
| **Orion Risk Intelligence** | 7.6/10 | 19 |

#### Financial Information

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Data Visualization** | Not enough data | Not enough data | 8.3 (16 reviews) | 
| **Document Search** | Not enough data | Not enough data | 7.3 (10 reviews) | 

#### Analysis

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Financial Analysis** | Feature Not Available | Not enough data | 6.8 (12 reviews) | 
| **Charting** | Not enough data | Not enough data | 8.3 (15 reviews) | 
| **Risk Analysis** | Feature Not Available | Not enough data | 9.2 (15 reviews) | 
| **Document Annotation** | Not enough data | Not enough data | 6.4 (7 reviews) | 
| **Collaboration** | 9.7 (5 reviews) | Not enough data | 7.3 (8 reviews) | 

#### Market News

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Alerts and Monitoring** | Feature Not Available | Not enough data | 7.0 (9 reviews) | 
| **Market Information** | Feature Not Available | Not enough data | 8.7 (10 reviews) | 
| **Market News** | Feature Not Available | Not enough data | 7.4 (9 reviews) | 

#### Platform Basics

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Mobility** | Not enough data | Not enough data | 6.4 (13 reviews) | 
| **Interoperability** | Not enough data | Not enough data | 7.5 (12 reviews) | 

#### Agentic AI - Financial Research

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | 8.2/10 | 13 |
| **Pershing Financial Services** | 8.3/10 | 14 |
| **Orion Risk Intelligence** | N/A | N/A |

#### Functionality

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Customizable Reporting** | 9.0 (12 reviews) | 8.3 (14 reviews) | Not enough data | 
| **Market Analytics** | Feature Not Available | 7.6 (13 reviews) | Not enough data | 
| **Client Portal** | 9.0 (7 reviews) | 8.3 (13 reviews) | Not enough data | 
| **Investment Accounting** | 6.9 (6 reviews) | 8.6 (14 reviews) | Not enough data | 
| **Real time ** | Not enough data | 8.6 (14 reviews) | Not enough data | 
| **Compliance** | Not enough data | 8.3 (14 reviews) | Not enough data | 
| **Customizable Reporting** | Not enough data | Not enough data | Not enough data | 

#### Integration

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Data aggregation** | 7.9 (7 reviews) | 7.8 (13 reviews) | Not enough data | 
| **Accounting Integration** | Not enough data | 8.5 (13 reviews) | Not enough data | 
| **Risk Management** | Not enough data | 8.5 (13 reviews) | Not enough data | 

#### Agentic AI - Investment Portfolio Management

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

### Financial Risk Management

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | N/A | N/A |
| **Pershing Financial Services** | N/A | N/A |
| **Orion Risk Intelligence** | N/A | N/A |

#### Platform Data

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Visualization** | Not enough data | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Dashboard** | Not enough data | Not enough data | Not enough data | 
| **Multi-Factor Analysis** | Not enough data | Not enough data | Not enough data | 
| **Cloud** | Not enough data | Not enough data | Not enough data | 

#### Platform Basics

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Financial Risk Management

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 

### Investment Accounting

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | 9.1/10 | 8 |
| **Pershing Financial Services** | N/A | N/A |
| **Orion Risk Intelligence** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Cloud** | 9.3 (5 reviews) | Not enough data | Not enough data | 
| **On-Premise** | Feature Not Available | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | Not enough data | 
| **Global-Asset** | Not enough data | Not enough data | Not enough data | 
| **Integrated General Ledger** | Feature Not Available | Not enough data | Not enough data | 

#### Platform Content

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Automation** | Feature Not Available | Not enough data | Not enough data | 

#### Platform Data

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Dashboard** | 8.8 (7 reviews) | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | Not enough data | 

#### Platform Performance

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | Not enough data | 

### Real Estate Investment Management

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | N/A | N/A |
| **Pershing Financial Services** | N/A | N/A |
| **Orion Risk Intelligence** | N/A | N/A |

#### Platform Basics

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Interoperability** | Feature Not Available | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | Not enough data | 

#### Portfolio Monitoring

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Asset Management** | Not enough data | Not enough data | Not enough data | 
| **Portfolio Management** | Not enough data | Not enough data | Not enough data | 
| **Market Research** | Feature Not Available | Not enough data | Not enough data | 
| **Investment Management** | Not enough data | Not enough data | Not enough data | 

#### Platform Content

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Automation** | Feature Not Available | Not enough data | Not enough data | 

#### Investment Operations Management

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Investor Portal** | Not enough data | Not enough data | Not enough data | 
| **Back-Office Operations** | Feature Not Available | Not enough data | Not enough data | 
| **Fundraising Management** | Not enough data | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | Not enough data | 
| **Financial Calculator** | Feature Not Available | Not enough data | Not enough data | 
| **Investor Reporting** | Not enough data | Not enough data | Not enough data | 

#### Platform Data

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Visualization** | Not enough data | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | Not enough data | 
| **Alerts and Notifications** | Not enough data | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Cloud** | Not enough data | Not enough data | Not enough data | 
| **Portal** | Not enough data | Not enough data | Not enough data | 
| **Investor Statements** | Not enough data | Not enough data | Not enough data | 
| **Mobility** | Not enough data | Not enough data | Not enough data | 

### Investor Reporting

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | 9.4/10 | 13 |
| **Pershing Financial Services** | N/A | N/A |
| **Orion Risk Intelligence** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Portal** | 8.8 (8 reviews) | Not enough data | Not enough data | 
| **Messaging** | Feature Not Available | Not enough data | Not enough data | 
| **White-Labeling** | 9.7 (6 reviews) | Not enough data | Not enough data | 

#### Platform Data

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Report Manipulation** | Not enough data | Not enough data | Not enough data | 
| **Platform Search** | 9.8 (8 reviews) | Not enough data | Not enough data | 
| **Document Automation** | 9.7 (5 reviews) | Not enough data | Not enough data | 

#### Platform Content

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Email Templates** | 9.4 (8 reviews) | Not enough data | Not enough data | 
| **Email Automation** | Not enough data | Not enough data | Not enough data | 
| **Custom Reports** | Not enough data | Not enough data | Not enough data | 
| **Alerts** | 9.0 (7 reviews) | Not enough data | Not enough data | 

### Investor Relationship Management

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | 8.9/10 | 14 |
| **Pershing Financial Services** | N/A | N/A |
| **Orion Risk Intelligence** | N/A | N/A |

#### Sales Force Automation

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Segmenting** | 9.7 (6 reviews) | Not enough data | Not enough data | 
| **Contract Management** | Not enough data | Not enough data | Not enough data | 
| **Pipeline Management** | 8.5 (8 reviews) | Not enough data | Not enough data | 
| **White-Labeling** | Not enough data | Not enough data | Not enough data | 

#### Platform Analytics

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Forecasting** | Feature Not Available | Not enough data | Not enough data | 
| **Reports** | 8.9 (11 reviews) | Not enough data | Not enough data | 
| **Analytics** | 8.7 (10 reviews) | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Email Templates** | 9.1 (9 reviews) | Not enough data | Not enough data | 
| **Email Automation** | Not enough data | Not enough data | Not enough data | 
| **Lead Management** | 8.3 (7 reviews) | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Backstop Solutions Suite** | 8.4/10 | 13 |
| **Pershing Financial Services** | N/A | N/A |
| **Orion Risk Intelligence** | N/A | N/A |

#### Content

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Automation** | Not enough data | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | Not enough data | 
| **Dashboard** | 8.1 (9 reviews) | Not enough data | Not enough data | 
| **Cloud** | 9.3 (9 reviews) | Not enough data | Not enough data | 
| **Mobility** | 7.9 (8 reviews) | Not enough data | Not enough data | 
| **Messaging** | Feature Not Available | Not enough data | Not enough data | 

#### Platform Reporting and Analytics

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Reporting** | 9.0 (10 reviews) | Not enough data | Not enough data | 
| **Forecasting** | Feature Not Available | Not enough data | Not enough data | 

#### Customer Support

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Case Management** | 8.1 (9 reviews) | Not enough data | Not enough data | 
| **Customer Support Portal** | 8.5 (11 reviews) | Not enough data | Not enough data | 
| **Knowledge Base** | 8.5 (11 reviews) | Not enough data | Not enough data | 
| **Support Analytics** | Feature Not Available | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Campaign Management** | Not enough data | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | Not enough data | 
| **Marketing Analytics** | Feature Not Available | Not enough data | Not enough data | 

#### Sales Force Automation

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Pipeline Management** | 7.7 (5 reviews) | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | Not enough data | 
| **Product and Price List Management** | Feature Not Available | Not enough data | Not enough data | 
| **Quote and Order Management** | Feature Not Available | Not enough data | Not enough data | 
| **Contract Management** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Financial Services CRM

| Feature | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)

**Unique to Backstop Solutions Suite (6):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [Investment Accounting Software](https://www.g2.com/categories/investment-accounting), [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)

**Unique to Pershing Financial Services (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Orion Risk Intelligence (2):** [Financial Research Software](https://www.g2.com/categories/financial-research), [Financial Risk Management Software](https://www.g2.com/categories/financial-risk-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Backstop Solutions Suite | Pershing Financial Services | Orion Risk Intelligence | 
|---|---|---|---|
| **Small-Business** | 76.1% | 30.4% | 74.3% | 
| **Mid-Market** | 19.6% | 28.6% | 22.9% | 
| **Enterprise** | 4.3% | 41.1% | 2.9% | 

### By Industry

#### 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%

#### Pershing Financial Services

- **Financial Services:** 32.1%
- **Information Technology and Services:** 23.2%
- **Accounting:** 8.9%
- **Investment Banking:** 7.1%
- **Computer Software:** 5.4%
- **Investment Management:** 3.6%
- **Apparel & Fashion:** 1.8%
- **Banking:** 1.8%
- **Capital Markets:** 1.8%
- **Computer & Network Security:** 1.8%
- **Other:** 12.5%

#### Orion Risk Intelligence

- **Financial Services:** 74.3%
- **Investment Management:** 20.0%
- **Information Technology and Services:** 2.9%
- **Education Management:** 2.9%

---
## Alternatives

### Alternatives to Backstop Solutions Suite

- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 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)
- [Dynamo Software](https://www.g2.com/products/dynamo-software-dynamo-software/reviews) — 4.2/5 stars (34 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)

### Alternatives to Pershing Financial Services

- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 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)
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — 4.1/5 stars (4769 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25791 reviews)
- [Bitrix24](https://www.g2.com/products/bitrix24/reviews) — 4.1/5 stars (608 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14685 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13799 reviews)
- [Instantly](https://www.g2.com/products/instantly/reviews) — 4.8/5 stars (4091 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3044 reviews)

### Alternatives to Orion Risk Intelligence

- [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 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)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews)
- [AlphaSense](https://www.g2.com/products/alphasense/reviews) — 4.6/5 stars (317 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 reviews)
- [Crunchbase](https://www.g2.com/products/crunchbase/reviews) — 4.4/5 stars (407 reviews)
- [Perplexity](https://www.g2.com/products/perplexity/reviews) — 4.5/5 stars (295 reviews)
- [Acquire.com](https://www.g2.com/products/acquire-com/reviews) — 4.9/5 stars (281 reviews)
- [PitchBook](https://www.g2.com/products/pitchbook/reviews) — 4.5/5 stars (251 reviews)
- [Creditsafe](https://www.g2.com/products/creditsafe/reviews) — 4.5/5 stars (182 reviews)

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## Top Discussions

### 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..."

### Pershing Financial Services

No discussions available for this product.

### Orion Risk Intelligence

- Title: [What is HiddenLevers used for?](https://www.g2.com/discussions/what-is-hiddenlevers-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "Financial advisors use Orion Risk Intelligence (formerly known as HiddenLevers)  to help quantify the potential
impacts of future risks and make more..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/backstop-solutions-suite-vs-pershing-financial-services-vs-orion-risk-intelligence)