Backstop Solutions Suite Pricing Overview

Backstop Solutions Suite Pricing Key Insights

Last updated on Apr 09, 2026

Backstop Solutions Suite offers 5 pricing editions, with pricing details available directly from the vendor. A free trial of Backstop Solutions Suite is not available. Review the Backstop Solutions Suite pricing table below to determine which features best align with your requirements. Contact ION Analytics directly to purchase the software.

Portfolio Management — Contact Us

Research Management — Contact Us

Investor Relations — Contact Us

Capital-Raising — Contact Us

Backstop Portal — Contact Us

Rated 4.7 / 5

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Portfolio Management

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.

Establish and maintain clear insight into your portfolio with sophisticated liquidity reporting tools.

Protect data and maintain operational due diligence compliance.

Research Management

The Backstop Multi-Asset Class Research Management solution combines qualitative, quantitative, and subjective data tracking tools that can enable your firm to streamline, simplify, and succeed in the investment sourcing and evaluation process.

Access all data from anywhere, at any time, through a cloud-based platform.

Increase operational efficiencies by centralizing multi-asset class research management.

Remove barriers between your organization and your information.

Create consistency and increase transparency.

Optimize and leverage quantitative and qualitative data with a 360-degree view of their research efforts.

Protect your data and maintain operational due diligence compliance.

Investor Relations

The Backstop Investor Relations platform empowers you to understand and maximize relationships with prospects, clients, consultants, and other players in your firm’s universe. Effectively managing all the activities involved in building and strengthening and optimizing capital-raising efforts. relationships — meetings, calls, emails, statements — while providing quick and insightful responses to investor inquiries, will ensure satisfaction and loyalty. With Backstop, all required information and insights are at your fingertips.

Engage in honest, regular, and proactive communication.

Track investors’ behaviors, preferences, and systematically fulfil their expectations.

Optimize your capital-raising efforts with existing and prospective investors.

Maintain a clear picture of a client’s alternative investment liquidity and performance.

Generate and distribute all types of account specific documents (Statements, Call & Distribution Notices, Quarterly Reports).

Capital-Raising

Backstop empowers you with the ultimate single source of truth, revolutionizing how you raise and retain capital, supercharge business development, and foster meaningful connections with allocators, consultants, and other industry participants in your universe. Backstop Capital Raising platform – is an award-winning, centralized database that empowers you to continually and effectively meet goals and exceed expectations.

Capital-Raising Management - The Backstop platform gives you an easy, accurate, and comprehensive process for tracking and maintaining sales pipelines, as well as all associated activities, to optimize the capital raising process

Capital Raising Pipeline Manager - Analyze and explore all elements of your pipeline in real-time - effectively track, monitor, and manage fundraising efforts by slicing and dicing data by team member, geography, lead source, expected close date, opportunity stage, probability, and more.

Capital Raising Dashboard - Configure dashboards to fit your teams’ processes and answer the questions on which success hinges – overall win rate, pipeline health, lead sources, top performers and more.

Relationship Management - The Backstop CRM platform provides an organized, efficient foundation for managing client and partner activities, investment documentation, research materials, and email communications.

Communication Management - The Backstop CRM platform includes a comprehensive suite of software tools that empower you to develop more effective communication email campaigns, customized web portals, and more.

Backstop Portal

The Backstop Client Portal is a secure web portal tightly integrated with our capital-raising, portfolio management, and Investor Relations platform. Our Client Portal enables you to communicate and share intelligence with your investors, optimize investor relations, business development and more while sharing sensitive fund information your clients.

At Backstop, we believe it’s our responsibility to ensure clients are getting the maximum return on their investment beginning at implementation, through the entire customer journey.

Implementation
The customer journey begins at implementation and onboarding, when new users are assigned a Backstop Project Manager (BPM). The BPM serves as your team’s primary contact and guides you through the phases of implementation, assisting with any questions you have throughout the process. We strive to implement the highest quality technology solution at the highest level of customer satisfaction.

Ongoing Relationship Management and Education
Backstop considers our clients to be trusted long-term partners. Our Relationship Management (RM) team works with you throughout all the stages of the customer journey by providing guidance with operations, demonstrations of new features and functionality, and consulting on industry best practices. Along with RM, our Knowledge Management team provides multiple resources for continued education, including instructional videos, frequent webinars, user guides, on-site training, a monthly newsletter, and much more.

On-Demand Support
Support at Backstop is more than a call center. Our expert in-house teams, available globally via phone or email, work hard to build relationships with you, so we can grow with your needs and support you in meeting your business goals. We continue to infuse our Support team with our deep knowledge and understanding of the specialized needs of the alternative and institutional investment community.

Pricing information for Backstop Solutions Suite is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Backstop Solutions Suite must be conducted with the seller.

PURPOSE-BUILT FOR
THE NEEDS OF:
• Hedge Funds
• Private Equity/Real Estate/
Venture Capital
• Funds of Funds
• Advisors and Investment
Consultants
• Pensions
• Endowments & Foundations
• Family Offices
• Outsourced CIOs

Pricing information was last updated on October 09, 2024

Download complete pricing listDownload now

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Backstop Solutions Suite Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Product	Price	Features
Salesforce Financial Services Cloud Agentforce Financial Services Service Enterprise	$325.001 user Per Month	The financial services CRM for service with built-in AI. Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation Easy-to-Use CSR Console for Single Pane of Glass Service Process Studio for Low-Code Customization
Yardi Breeze Residential	$1.00Per Month	Yardi Breeze starts at $1 per unit per month and Yardi Breeze Premier starts at $2 per unit per month (minimums apply). No onboarding fees No training fees No support fees Easy monthly payments
Betterment at Work Essential	$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*	An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees

Various alternatives pricing & plans

Pricing information for the above various Backstop Solutions Suite alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Backstop Solutions Suite Comparisons