Charles River IMS vs. Dynamo Software

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

Customer Service, Project Managers and our personal contact have been exceptional. Since the software is able to do so much and there are so many options the Dynamo team has been invaluable to us. Our company would not have been able to double in size over the last 4 years if it wasn't for Dynamo Software.

• 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

• Keeps improving the software
• Client management and support
• It is very customizable

• 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

• I think the software is so robust it can be difficult to use. I often get intimidated to make changes within our platform because I don't want to mess anything up.
• I also feel like once you finish your "training" that it would be nice to have an account manager that can help you when you need it, rather than someone who is in the sales department or contacting the support team. It can be frustrating to have to re-explain your company and how you do things every time you are needing help or want to make changes to your platform that you don't know how to do.

There are many things our team enjoys with Dynamo Software. We are trying to think of more ways to use the software to the fullest utilization. The issues we have is just some communication and some of the learning curve. Overall a very good product with lots of ways to have it fit the brand.

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

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 cost to get data exported. We had a really bad experience with a previous provider so we took a very long time (almost 2.5 years ) to diligence all of the other options we could find and we are extremely happy we decided to go with Dynamo Software.

• 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

• It allows us to offer a more sophisticated accounting application and investor portal in our suite of technology.