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Compare Backstop Solutions Suite and Total Expert 
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At a Glance
Market Segments
Small-Business (76.1% of reviews)
Mid-Market (70.0% of reviews)
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 plansTotal Expert
Star Rating
(153)4.5 out of 5
Market Segments
Mid-Market (70.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Total ExpertSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Total Expert excels in customizable reporting, with a score of 9.0, allowing businesses to tailor their reports to specific needs, while Backstop Solutions Suite also offers strong reporting capabilities but falls slightly behind with a score of 8.9.
- Reviewers mention that Backstop Solutions Suite shines in ease of setup, scoring 8.5 compared to Total Expert's 7.7, making it a more user-friendly option for new users looking to get started quickly.
- G2 users highlight Total Expert's email marketing features, particularly in building and personalizing emails, which scored 7.9, while Backstop Solutions Suite's email marketing automation features received a higher score of 9.1, indicating a more robust offering in this area.
- Users on G2 report that Backstop Solutions Suite provides superior customer support, with a score of 8.5 for its customer support portal, compared to Total Expert's 7.5, suggesting that users may find more assistance and resources when needed.
- Reviewers mention that Total Expert's cloud functionality is rated at 9.3, indicating strong performance in this area, while Backstop Solutions Suite also performs well with a score of 9.0, but Total Expert edges out slightly in cloud capabilities.
- Users say that Total Expert's lead management features, particularly in lead nurturing and scoring, are rated at 8.5, while Backstop Solutions Suite's lead management features are slightly lower, indicating that Total Expert may provide a more effective solution for managing leads.
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.
Total Expert
No pricing availableFree Trial
Backstop Solutions Suite
No trial information availableTotal Expert
No trial information availableRatings
Meets Requirements
9.1
32
8.5
132
Ease of Use
9.1
32
8.4
130
Ease of Setup
8.5
14
7.7
101
Ease of Admin
9.2
16
8.4
100
Quality of Support
9.1
32
8.6
129
Has the product been a good partner in doing business?
9.5
16
8.9
103
Product Direction (% positive)
9.2
29
9.4
112
Features by Category
Email Marketing
Not enough data
7.8
77
|
Verified
Not enough data
8.4
72
|
Verified
Not enough data
8.0
74
|
Verified
Not enough data
8.0
70
|
Verified
Online Marketing
Not enough data
7.2
64
|
Verified
Not enough data
7.7
69
|
Verified
Not enough data
7.0
58
|
Verified
Not enough data
7.2
63
|
Verified
Not enough data
6.8
49
Lead Management
Not enough data
8.3
65
|
Verified
Not enough data
7.5
63
|
Verified
Not enough data
8.2
59
|
Verified
Not enough data
7.3
53
|
Verified
Not enough data
8.5
62
|
Verified
Not enough data
7.3
49
Not enough data
8.6
61
|
Verified
Not enough data
8.4
60
|
Verified
Campaign Management
Not enough data
8.0
59
|
Verified
Not enough data
7.6
55
|
Verified
Not enough data
7.0
47
|
Verified
Not enough data
6.8
45
Social
Not enough data
6.1
46
Not enough data
7.3
62
|
Verified
Not enough data
7.2
51
|
Verified
Not enough data
6.9
52
Not enough data
6.1
45
Reporting & Analytics
Not enough data
7.6
70
|
Verified
Not enough data
6.5
55
|
Verified
Not enough data
6.9
51
|
Verified
Not enough data
6.9
48
|
Verified
Not enough data
6.1
47
Platform
Not enough data
7.6
66
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
7.2
48
|
Verified
Not enough data
6.8
50
|
Verified
Not enough data
7.9
65
|
Verified
Not enough data
7.5
53
|
Verified
Agentic AI - 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
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
8.1
66
|
Verified
Not enough data
7.5
65
|
Verified
Not enough data
7.8
57
|
Verified
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
Loan Services
Not enough data
8.4
62
Not enough data
8.2
58
Not enough data
8.1
58
Not enough data
8.0
57
Client Management
Not enough data
8.4
61
Not enough data
8.2
58
Not enough data
8.6
64
Agentic AI - Mortgage CRM
Not enough data
5.3
10
Not enough data
5.7
10
Not enough data
5.8
11
Not enough data
5.9
9
Not enough data
5.7
10
Not enough data
6.0
10
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
8.2
29
Platform Additional Functionality
Not enough data
7.1
22
8.1
9
7.6
29
9.3
9
7.9
22
7.9
8
6.7
25
Feature Not Available
7.7
23
Platform Reporting and Analytics
9.0
10
6.5
28
Feature Not Available
6.5
20
Customer Support
8.1
9
Feature Not Available
8.5
11
7.6
26
8.5
11
8.1
25
Feature Not Available
7.3
24
Marketing Automation
Not enough data
8.1
28
Not enough data
7.8
27
Feature Not Available
7.5
29
Sales Force Automation
7.7
5
7.4
22
Not enough data
8.0
23
Feature Not Available
Feature Not Available
Feature Not Available
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Backstop Solutions Suite and Total Expert 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
Total Expert is categorized as Mortgage CRM and Marketing Automation
Reviews
Reviewers' Company Size
Backstop Solutions Suite
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
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
63.3%
Banking
14.0%
Real Estate
9.3%
Marketing and Advertising
6.0%
Wine and Spirits
0.7%
Other
6.7%
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
Total Expert has no more discussions with answers
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