Obsidian Suite vs Backstop
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Overview
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence, and more
Obsidian Suite is an investor management platform for financial firms and service providers with tools for CRM, data management, business intelligence...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions &...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
USD 1.00
- Free Version
- Free Trial
- Subscription
Starting from
USD 3,000.00/year
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
5/ 5Features
5/ 5Customer Service
5/ 5Value for Money
5/ 5Ease of Use
4.2/ 5Features
4.2/ 5Customer Service
4.4/ 5Value for Money
4.0/ 5Features
Total features 36
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Benchmarking
- Bonds/Stocks
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Client Portal
- Collaboration Tools
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Data Management
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Enterprise Risk Management
- Fee Management
- Financial Analysis
- Financial Management
- For Financial Institutions
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- General Ledger
- Historical Reporting
- Income & Balance Sheet
- Interaction Tracking
- Investment Management
- Investments Tracking
- Investor Communication
- Investor Management
- Investor Portal
- Investor Reporting
- Lead Capture
- Lead Management
- Liquidity Analysis
- Marketing Automation
- Mobile Access
- Modified Dietz Analysis
- Monitoring
- Multi-Currency
- Operational Risk Management
- Performance Analysis
- Performance Metrics
- Pipeline Management
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Private Equity
- Profit/Loss Statement
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Relationship Tracking
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Sales Reports
- Scenario Planning
- Search/Filter
- Secure Data Storage
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vendor Management
- Visual Analytics
- Workflow Management
Total features 93
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Benchmarking
- Bonds/Stocks
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Client Portal
- Collaboration Tools
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Data Management
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Enterprise Risk Management
- Fee Management
- Financial Analysis
- Financial Management
- For Financial Institutions
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- General Ledger
- Historical Reporting
- Income & Balance Sheet
- Interaction Tracking
- Investment Management
- Investments Tracking
- Investor Communication
- Investor Management
- Investor Portal
- Investor Reporting
- Lead Capture
- Lead Management
- Liquidity Analysis
- Marketing Automation
- Mobile Access
- Modified Dietz Analysis
- Monitoring
- Multi-Currency
- Operational Risk Management
- Performance Analysis
- Performance Metrics
- Pipeline Management
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Private Equity
- Profit/Loss Statement
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Relationship Tracking
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Sales Reports
- Scenario Planning
- Search/Filter
- Secure Data Storage
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vendor Management
- Visual Analytics
- Workflow Management
Integrations
- Docusign
- Mailchimp
- Microsoft Outlook
Not provided by vendor
