CapIntel vs. Charles River IMS

CapIntel

CapIntel

1 Reviews and Ratings

Charles River IMS

Charles River IMS

5 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
CapIntel	Score 7.0 out of 10	N/A	CapIntel is an investment sales platform used by financial advisors and asset management sales teams in North America. CapIntel's platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients.	$89 per month per user
Charles River IMS	Score 9.0 out of 10	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

Pricing

CapIntel

Charles River IMS

Editions & Modules

Individual: $89
per month per user
Enterprise: $155
per month per user
Asset Managers: $255
per month per user

No answers on this topic

Offerings

Pricing Offerings
CapIntel	Charles River IMS
Free Trial
No	No
Free/Freemium Version
Yes	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

User Ratings
	CapIntel	Charles River IMS
Likelihood to Recommend	- (0 ratings)	10.0 (1 ratings)

User Testimonials
	CapIntel	Charles River IMS
Likelihood to Recommend	Capintel No answers on this topic	State Street If your are large asset management company focused mostly on interest rate products and you are large institutional trader your way is the use of Charles River Portfolio Management & Risk Analytics account which is most reputable custodian institution which offers superior tool for bonds trading - Charles River IMS. Charles River Portfolio Management & Risk Analytics is focused on large bond traders, so is not offered for small hedge funds. It is not appropriate if you are small account holder and focused more on stock market offerings, margin trading and less focused on custodian reputation. There is no separate risk module for trading group risk management. Incentivized Andrey Lokshin Senior Financial Analyst Read full review
Pros	Capintel No answers on this topic	State Street Focused on bonds Risk approache based on counterparties risk measurement Buid in scenario strategies and testing CDS are available for trading (exlusive offering) Portfolio construction Yield analytics Exotics: SWAPs, SWAPtions Sophisticated options analytics Currency forwards (exclusive offering) Incentivized Andrey Lokshin Senior Financial Analyst Read full review
Cons	Capintel No answers on this topic	State Street Equities - microstructure to consider detection of iceberg orders Build in algos for large trades execution Corporate or Banking level platform - not focused on mid sized business SAP connectivity Only Charles River Portfolio Management & Risk Analytics accounts No trading group accounts capabilities Needs arbitrage trading algo: spread, statistical, merger for stocks Incentivized Andrey Lokshin Senior Financial Analyst Read full review
Alternatives Considered	Capintel No answers on this topic	State Street Charles River Portfolio Management & Risk Analytics is a state of the art company which owns state of the art products Charles River Portfolio Management & Risk Analytics. If you are considering long term value, capital preservation strategy and pension funds management that is the right choice if holdien one account versus several to get systematic diversification. You can run even department of banks treasury with use of Charles River Portfolio Management & Risk Analytics. So good but focused on large investors needs and diversification focus. Incentivized Andrey Lokshin Senior Financial Analyst Read full review
Return on Investment	Capintel No answers on this topic	State Street Neutral. We are in system migration process. We expect to get our P&L less volatile (+/- 5%). More international bonds in a mix Top custodian is our first priority Incentivized Andrey Lokshin Senior Financial Analyst Read full review
ScreenShots	CapIntel Screenshots