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Compare Backstop Solutions Suite and Practifi 
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At a Glance
Market Segments
Small-Business (76.1% of reviews)
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
Contact Us
$120.00 Per Month
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 plansPractifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansSummary
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, while Practifi's reporting functionality is rated lower at 7.8, indicating less flexibility in customization.
- Reviewers mention that Backstop's client portal is highly rated at 9.0, providing a seamless experience for clients to access their information, whereas Practifi's portal functionality is not as robust, leading to a less satisfactory user experience.
- G2 users highlight Backstop's superior ease of setup with a score of 8.5, making it easier for firms to implement the software quickly, while Practifi's lower score of 6.5 suggests a more complex setup process that may require additional time and resources.
- Users on G2 report that Backstop Solutions Suite offers better quality of support with a score of 9.1, indicating responsive and helpful customer service, compared to Practifi's score of 8.2, which suggests room for improvement in their support services.
- Reviewers say that Backstop's document automation feature is highly effective, scoring 9.7, which streamlines document management processes, while Practifi's capabilities in this area are less impressive, leading to potential inefficiencies.
- Users report that Backstop Solutions Suite shines in collaboration tools with a score of 9.7, facilitating teamwork and communication, whereas Practifi's collaboration features are rated lower, which may hinder team interactions and project management.
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.
Practifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
Free Trial
Backstop Solutions Suite
No trial information availablePractifi
No trial information availableRatings
Meets Requirements
9.1
32
8.5
66
Ease of Use
9.1
32
8.0
67
Ease of Setup
8.5
14
6.5
53
Ease of Admin
9.2
16
7.0
51
Quality of Support
9.1
32
8.3
65
Has the product been a good partner in doing business?
9.5
16
8.5
51
Product Direction (% positive)
9.2
29
8.4
66
Features by Category
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
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
Not enough data
Integration
7.9
7
Not enough data
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
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
7.7
59
Platform Additional Functionality
Not enough data
7.2
55
8.1
9
8.4
60
9.3
9
8.8
55
7.9
8
6.9
51
Feature Not Available
7.3
51
Platform Reporting and Analytics
9.0
10
7.9
58
Feature Not Available
6.0
48
Customer Support
8.1
9
8.1
52
8.5
11
8.0
53
8.5
11
7.2
56
Feature Not Available
7.1
49
Marketing Automation
Not enough data
5.9
40
Not enough data
6.8
45
Feature Not Available
5.8
44
Sales Force Automation
7.7
5
7.6
54
Not enough data
8.7
60
Feature Not Available
6.1
41
Feature Not Available
5.5
36
Not enough data
5.9
36
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Backstop Solutions Suite and Practifi are categorized as Financial Services CRM
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
Practifi has no unique categories
Reviews
Reviewers' Company Size
Backstop Solutions Suite
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Practifi
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
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
Other
0.0%
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
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.Read more
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