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
Dynamo Software
Score 9.1 out of 10
N/A
Dynamo Software is a purpose-built investment management platform that can support the entire private market investment lifecycle. It offers modules for CRM, deal management, investor relations, investor portal, portfolio monitoring, fund accounting, research management, portfolio management, and ESG reporting.
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 …
No comment as the only other software I use/ed here at Cento is Highrise, which is being deprecated. I think iLevels is another one, but that was just a demo. Can't say it was good or not, it seemed like it was more catered for bigger/heavier financial type data sets and …
Main arguments were: pricing as well as the usability. Setting up Dynamo is not difficult. Especially if you don't know what you really want. Dynamo offers out of the box views. Adjusting these is simple. Other competitiors like eFront are very customisable but need to be set up …
Dynamo Software was able to offer us a CRM, Investor Portal, Accounting Software and Fund Administration solution that we couldn't find anywhere else that would allow us to easily import and export data in Excel. Other vendors practically owned our data or there was additional …
Dynamo Software makes the most sense from a cost perspective for available offerings to our clients. The integration between the CRM, Accounting module and investor portal. We also appreciate the ability to customize the investor portal to the client's request all within the …
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.
Its alot more Dynamic than Salesforce. It helps with CRM, investor details, investor performance, fund performance, a huge help page, customizability, etc.. Its also pretty simple to work in which is a bonus. WE use it to send out mass mailings and you can have a template that you can roll over each month so that you dont have to reformat anything. Tax documents can be delivered automatically and it just pulls information from your server so you dont need to add anything into the cloud
Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.
The usability is great - the user interface is intuitive and easy to learn and navigate. The ability to customize the interface both at a user level and admin/system-wide level is a huge plus. Additionally, the ability to generate custom, exportable views/reports is very useful. One piece of feedback on the custom views - it would be great if all entities in the hierarchy structure (documents, contacts, funds, companies, etc.) could all relate to each other in customized views which would enhance the capabilities even further.
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.
No comment as the only other software I use/ed here at Cento is Highrise, which is being deprecated. I think iLevels is another one, but that was just a demo. Can't say it was good or not, it seemed like it was more catered for bigger/heavier financial type data sets and reporting, which we'd like but isn't a huge stickler or priority at the moment to be platform enabled.
