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Compare Altruist and Backstop Solutions Suite

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At a Glance
Altruist
Altruist
Star Rating
(16)5.0 out of 5
Market Segments
Small-Business (100.0% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about Altruist
Backstop Solutions Suite
Backstop Solutions Suite
Star Rating
(46)4.7 out of 5
Market Segments
Small-Business (76.1% of reviews)
Information
Entry-Level Pricing
Contact Us
Browse all 5 pricing plans
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that Backstop Solutions Suite excels in customizable reporting, scoring 9.0, which allows firms to tailor reports to their specific needs, while Altruist's reporting features, although solid, do not offer the same level of customization.
  • Reviewers mention that Altruist shines in ease of use, achieving a perfect score of 10.0, making it particularly appealing for small businesses looking for a straightforward interface, whereas Backstop Solutions Suite, with a score of 9.1, may require a steeper learning curve.
  • G2 users highlight that Backstop Solutions Suite has a robust client portal with a score of 9.0, facilitating better client interactions, while Altruist's portal features are noted to be less comprehensive, impacting user experience.
  • Users on G2 report that Altruist provides superior quality of support, with a perfect score of 10.0, which is crucial for small businesses needing quick assistance, compared to Backstop Solutions Suite's score of 9.1, which, while good, may not meet the same level of responsiveness.
  • Reviewers say that Backstop Solutions Suite offers strong market intelligence tools, which are essential for investment firms, while Altruist's offerings in this area are perceived as less robust, potentially limiting strategic insights.
  • Users report that Altruist's email automation features, scoring 9.1, are particularly effective for marketing campaigns, whereas Backstop Solutions Suite's email templates, while functional, do not provide the same level of automation and ease of use.
Pricing
Entry-Level Pricing
Altruist
No pricing available
Backstop Solutions Suite
Portfolio Management
Contact Us
Browse all 5 pricing plans
Free Trial
Altruist
No trial information available
Backstop Solutions Suite
No trial information available
Ratings
Meets Requirements
9.2
10
9.1
32
Ease of Use
9.8
10
9.1
32
Ease of Setup
Not enough data
8.5
14
Ease of Admin
Not enough data
9.2
16
Quality of Support
10.0
10
9.1
32
Has the product been a good partner in doing business?
Not enough data
9.5
16
Product Direction (% positive)
10.0
8
9.2
29
Features by Category
Not enough data
9.7
7
Financial Information
Not enough data
Not enough data
Not enough data
Not enough data
Analysis
Not enough data
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
Market News
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Research
Not enough data
Not enough data
Brokerage Trading PlatformsHide 10 FeaturesShow 10 Features
Not enough data
Not enough data
Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Trading Operations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Brokerage Trading Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Investment Portfolio ManagementHide 14 FeaturesShow 14 Features
8.1
6
8.2
13
Functionality
9.7
5
9.0
12
5.0
5
Feature Not Available
9.3
5
9.0
7
9.4
6
6.9
6
8.9
6
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Integration
8.1
6
7.9
7
Feature Not Available
Not enough data
6.1
6
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
Investment AccountingHide 9 FeaturesShow 9 Features
9.9
5
9.1
8
Platform Additional Functionality
10.0
5
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
Platform Content
Not enough data
Feature Not Available
Platform Data
9.7
5
8.8
7
Platform Interoperability
Not enough data
Not enough data
Platform Performance
10.0
5
Not enough data
Real Estate Investment ManagementHide 20 FeaturesShow 20 Features
Not enough data
Not enough data
Platform Basics
Not enough data
Feature Not Available
Not enough data
Not enough data
Portfolio Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Platform Content
Not enough data
Feature Not Available
Investment Operations Management
Not enough data
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
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
Not enough data
9.4
13
Platform Additional Functionality
Not enough data
8.8
8
Not enough data
Feature Not Available
Not enough data
9.7
6
Platform Data
Not enough data
Not enough data
Not enough data
9.8
8
Not enough data
9.7
5
Platform Content
Not enough data
9.4
8
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.0
7
Investor Relationship ManagementHide 10 FeaturesShow 10 Features
Not enough data
8.9
14
Sales Force Automation
Not enough data
9.7
6
Not enough data
Not enough data
Not enough data
8.5
8
Not enough data
Not enough data
Platform Analytics
Not enough data
Feature Not Available
Not enough data
8.9
11
Not enough data
8.7
10
Marketing Automation
Not enough data
9.1
9
Not enough data
Not enough data
Not enough data
8.3
7
Financial Services CRMHide 21 FeaturesShow 21 Features
Not enough data
8.4
13
Content
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
8.1
9
Not enough data
9.3
9
Not enough data
7.9
8
Not enough data
Feature Not Available
Platform Reporting and Analytics
Not enough data
9.0
10
Not enough data
Feature Not Available
Customer Support
Not enough data
8.1
9
Not enough data
8.5
11
Not enough data
8.5
11
Not enough data
Feature Not Available
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Sales Force Automation
Not enough data
7.7
5
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Altruist
Altruist
Backstop Solutions Suite
Backstop Solutions Suite
Altruist and Backstop Solutions Suite are categorized as Investment Portfolio Management and Investment Accounting
Reviews
Reviewers' Company Size
Altruist
Altruist
Small-Business(50 or fewer emp.)
100.0%
Mid-Market(51-1000 emp.)
0%
Enterprise(> 1000 emp.)
0%
Backstop Solutions Suite
Backstop Solutions Suite
Small-Business(50 or fewer emp.)
76.1%
Mid-Market(51-1000 emp.)
19.6%
Enterprise(> 1000 emp.)
4.3%
Reviewers' Industry
Altruist
Altruist
Financial Services
81.3%
Investment Management
18.8%
Other
0.0%
Backstop Solutions Suite
Backstop Solutions Suite
Financial Services
41.3%
Investment Management
34.8%
Venture Capital & Private Equity
8.7%
Capital Markets
4.3%
Printing
2.2%
Other
8.7%
Most Helpful Reviews
Altruist
Altruist
Most Helpful Favorable Review
SO
Skee O.
Verified User in Financial Services

All-in-one custodian and portfolio management, easy account opening and transfer processes, very high-quality support, clean look and feel, advisor-focused and constantly seeking improvement, don't have to question their intentions or wonder if they're...

Most Helpful Critical Review
MF
Matthew F.
Verified User in Financial Services

The platform is just 2-3 years old, so there is still plenty of room for improvement. A pain point is the inability to open certain investment accounts (529 education accounts, HSAs, accounts for non-profits/endowments). The trading system could be further...

Backstop Solutions Suite
Backstop Solutions Suite
Most Helpful Favorable Review
DH
Der H.
Verified User in Investment Management

Backstop is able to effectively maintain data, both quantitative and qualitative, for a vast number of current and prospective investments. This has been essential in monitoring our current funds, both public and private investments, as well as building...

Most Helpful Critical Review
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Discussions
Altruist
Altruist Discussions
Monty the Mongoose crying
Altruist has no discussions with answers
Backstop Solutions Suite
Backstop Solutions Suite 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
Monty the Mongoose crying
Backstop Solutions Suite has no more discussions with answers