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Updated on: November 27, 2021
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Backstop Solutions Suite
Backstop Solutions Suite Software Solution Types | Backstop Solutions - Backstop Solutions Group

Backstop Solutions Suite Alternatives and Competitors

(12 Alternatives found)

A comprehensive list of competitors and best alternatives to Backstop Solutions Suite.


Top 5 Backstop Solutions Suite Alternatives

(67 Ratings)

Salesforce Financial Services Cloud CRM is powerful asset management software. Get rich client profiles, help regulatory compliance, and reveal opportunities.

Redtail CRM

CRM - Redtail Technology
(115 Ratings)

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) solutions. The company is dedicated to helping advisors efficiently grow their firms.

Wealthbox CRM

Contacts | Wealthbox CRM
(16 Ratings)

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

AdvisorEngine

Wealth Management Software | AdvisorEngine
(1 Ratings)

AdvisorEngine offers one integrated platform built on Robo Advisor technology.

VeriTouch

VeriTouch | Veripark

VeriTouch Customer Engagement (CRM) is a vertical solution built on top of Dynamics 365, optimized with industry best practices. It consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently.

Products Similar to Backstop Solutions Suite

Junxure

Junxure - Financial Advisor CRM
(15 Ratings)

Junxure is a CRM built for advisors, by advisors. Trusted by wealth managers since 2000, it inherently understands the business. Features deep integrations with custodians and major portfolio management, reporting, and back-office solutions.

NexJ CRM

Intelligent Customer Management — CRM for Finance & Insurance —
(1 Ratings)

NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions. Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. Our products can meet all of your CRM needs in a single package.

InsureCRM

Improve Business Efficiency with Insurance CRM Software

InsureCRM by Damco is a tool to help insurance businesses harness digital capabilities for offering positive customer experiences. The customizable CRM solution for insurance agencies, agents, and carriers features several comprehensive modules and advanced features. The feature-rich software helps insurers maintain standardized relations with customers. Its unified dashboard view and extensive contact repository help insurers streamline their marketing and lead acquisition efforts.

What is InsureCRM ? InsureCRM Pricing

SmartOffice

CRM Application for Insurance, Financial Planning CRM Software
(24 Ratings)

Ebix CRM - Our best CRM software, agency management and financial advisory solutions deliver proven enterprise-wide results for our trusted global partners.

Kronos Finance

Insurance & Investment Software Solutions
(2 Ratings)

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.