Advisor360 vs. Charles River IMS
Advisor360 vs. Charles River IMS
Product | Rating | Most Used By | Product Summary | Starting Price |
---|---|---|---|---|
Advisor360 | N/A | Advisor360 is a SaaS WealthTech platform that is designed to help financial advisors to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk. It features a CRM and an advisor portal with tools and consolidated reporting to manage household wealth, including portfolio management, financial planning, performance reporting, and practice-level analytics. | N/A | |
Charles River IMS | N/A | The Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms. The solution helps enable accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers and asset owners. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability. | N/A |
Advisor360 | Charles River IMS | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
| |||||||||||||||
Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Advisor360 | Charles River IMS | |
---|---|---|
Likelihood to Recommend | - (0 ratings) | 10.0 (1 ratings) |
Advisor360 | Charles River IMS | |
---|---|---|
Likelihood to Recommend | ![]() Advisor360.com No answers on this topic | State Street
|
Pros | ![]() Advisor360.com No answers on this topic | State Street
|
Cons | ![]() Advisor360.com No answers on this topic | State Street
|
Alternatives Considered | ![]() Advisor360.com No answers on this topic | State Street
|
Return on Investment | ![]() Advisor360.com No answers on this topic | State Street
|
ScreenShots |