Backstop vs Shareworks
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Overview
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
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Trusted by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits with integrated cap tables.
Trusted by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
USD 3,000.00/year
- Free Version
- Free Trial
- Subscription
Starting from
$3.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.2/ 5Features
4.2/ 5Customer Service
4.4/ 5Value for Money
4.0/ 5Ease of Use
3.1/ 5Features
3.2/ 5Customer Service
2.5/ 5Value for Money
3.1/ 5Features
Total features 93
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Management
- Audit Trail
- Benchmarking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cap Table Management
- Client Management
- Client Portal
- Collaboration Tools
- Compensation Management
- 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
- Financial Modeling
- For Financial Institutions
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- General Ledger
- Grant Management
- 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
- Payroll Management
- Performance Analysis
- Performance Metrics
- Pipeline Management
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Private Equity
- Profit/Loss Statement
- Public Equity
- 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
- 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 25
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Management
- Audit Trail
- Benchmarking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cap Table Management
- Client Management
- Client Portal
- Collaboration Tools
- Compensation Management
- 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
- Financial Modeling
- For Financial Institutions
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- General Ledger
- Grant Management
- 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
- Payroll Management
- Performance Analysis
- Performance Metrics
- Pipeline Management
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Private Equity
- Profit/Loss Statement
- Public Equity
- 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
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vendor Management
- Visual Analytics
- Workflow Management
