AdvisorEngine vs. Charles River IMS
AdvisorEngine vs. Charles River IMS
Product | Rating | Most Used By | Product Summary | Starting Price |
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AdvisorEngine | N/A | AdvisorEngine in New York offers their enterprise B2B digital wealth management technology platform. Built for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. AdvisorEngine integrates with various technologies and financial services CRMs such as the company's own Junxure, as well as Redtail, Salesforce, and other tools. | 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 |
AdvisorEngine | Charles River IMS | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
AdvisorEngine | Charles River IMS | |
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Likelihood to Recommend | - (0 ratings) | 10.0 (1 ratings) |
AdvisorEngine | Charles River IMS | |
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Likelihood to Recommend | AdvisorEngine No answers on this topic | State Street |
Pros | AdvisorEngine No answers on this topic | State Street |
Cons | AdvisorEngine No answers on this topic | State Street |
Alternatives Considered | AdvisorEngine No answers on this topic | State Street |
Return on Investment | AdvisorEngine No answers on this topic | State Street |
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