If you are considering Backstop Solutions Suite, you may also want to investigate similar alternatives or competitors to find the best solution. Financial Services CRM Software is a widely used technology, and many people are seeking secure, simple software solutions with charting, mobility, and automation. Other important factors to consider when researching alternatives to Backstop Solutions Suite include performance. The best overall Backstop Solutions Suite alternative is Morningstar Direct. Other similar apps like Backstop Solutions Suite are Yardi Breeze, Betterment at Work, Maximizer, and Crunchbase. Backstop Solutions Suite alternatives can be found in Financial Services CRM Software but may also be in Investment Portfolio Management Software or Property Management Software.
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Property management software built for small to mid-sized owners and managers of residential and commercial real estate
Betterment at Work provides modern 401(k) and financial benefits for today’s diverse workforce, empowering small-to-medium-sized businesses to attract and retain happy employees.
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
Agora helps real estate investment firms to save costs and broaden their investor base by providing an all-in-one designated investment management solution. Agora provides a comprehensive suite of tools for real estate firms that raise outside capital, allowing them to completely streamline the investment process and focus on their core business – real estate.
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.