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Compare Backstop Solutions Suite and Redtail Technology 
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At a Glance
Market Segments
Small-Business (76.1% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
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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
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Browse all 5 pricing plansRedtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
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Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Redtail Technology excels in customizable reporting, with a score of 9.0, allowing firms to tailor reports to their specific needs, while Backstop Solutions Suite also offers strong reporting capabilities but falls slightly behind in user satisfaction with a score of 8.9.
- Reviewers mention that Backstop Solutions Suite shines in ease of use and setup, both scoring 9.1, making it a preferred choice for firms looking for a user-friendly interface, whereas Redtail Technology has a solid ease of use score of 8.6 but does not match Backstop's performance.
- G2 users highlight the quality of support provided by Redtail Technology, scoring 8.8, which is praised for its responsiveness and helpfulness, while Backstop Solutions Suite also offers good support with a score of 9.1, indicating a slight edge in customer service satisfaction.
- Users on G2 report that Redtail Technology's cloud functionality is rated at 9.3, making it a robust option for firms needing reliable cloud services, whereas Backstop Solutions Suite also performs well with a score of 9.3, but users note that Redtail's cloud features are more intuitive.
- Reviewers mention that Backstop Solutions Suite's investor portal functionality is highly rated, providing a seamless experience for clients, while Redtail Technology's client portal also receives positive feedback but is noted to be less comprehensive in features.
- Users say that Redtail Technology's document automation feature scores an impressive 9.7, which is frequently highlighted as a time-saving tool, while Backstop Solutions Suite's document automation is also strong but does not reach the same level of user acclaim.
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.
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Backstop Solutions Suite
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.1
32
8.6
181
Ease of Use
9.1
32
8.6
185
Ease of Setup
8.5
14
8.5
97
Ease of Admin
9.2
16
8.8
60
Quality of Support
9.1
32
8.8
171
Has the product been a good partner in doing business?
9.5
16
9.0
62
Product Direction (% positive)
9.2
29
8.5
182
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
Text Messaging
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
SMS 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
Agentic AI - SMS Marketing
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
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
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
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
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
7.2
105
Platform Additional Functionality
Not enough data
7.5
93
8.1
9
8.6
114
9.3
9
7.9
95
7.9
8
7.6
100
Feature Not Available
6.6
80
Platform Reporting and Analytics
9.0
10
8.1
91
Feature Not Available
6.9
78
Customer Support
8.1
9
8.4
96
8.5
11
8.0
98
8.5
11
8.1
102
Feature Not Available
7.9
94
Marketing Automation
Not enough data
7.0
81
Not enough data
7.6
90
Feature Not Available
6.6
82
Sales Force Automation
7.7
5
6.9
83
Not enough data
8.2
95
Feature Not Available
6.1
72
Feature Not Available
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Backstop Solutions Suite and Redtail Technology 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
Reviews
Reviewers' Company Size
Backstop Solutions Suite
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
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
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
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
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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