TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Charles River IMS

    Score9 out of 10
    N/AThe 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

    Egnyte

    Score9.3 out of 10
    N/AEgnyte provides a unified content security and governance solution for collaboration, data security, compliance, and threat detection for multicloud businesses. More than 16,000 organizations trust Egnyte to reduce risks and IT complexity, prevent ransomware and IP theft, and boost employee productivity on any app, any cloud, anywhere.

    $25

    per month

    Pricing
    Charles River IMSEgnyte
    Editions & Modules
    No answers on this topic
    Team (1-10 employees)
    $10
    per employee/per month
    Business (10-100 employees)
    $20
    per employee/per month
    Enterprise (50+ employees)
    Contact sales team
    Offerings
    Pricing Offerings
    Charles River IMSEgnyte
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Charles River IMSEgnyte
    Considered Both Products
    State Street
    No answer on this topic
    Egnyte
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    15 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    14 Answers
    Happy with the feature set
    No answers on this topic
    93%
    Happy with the feature set
    14 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    10 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    11 Answers
    Best Alternatives
    Charles River IMSEgnyte
    Small Businesses
    No answers on this topic
    Dashpivot - By Sitemate
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Epicor ECM
    Score7.7 out of 10
    Enterprises
    No answers on this topic
    Dashpivot - By Sitemate
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Charles River IMSEgnyte
    Likelihood to Recommend
    10.0
    (1 ratings)
    10.0
    (42 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (6 ratings)
    Usability
    -
    (0 ratings)
    10.0
    (7 ratings)
    Performance
    -
    (0 ratings)
    8.8
    (3 ratings)
    Support Rating
    -
    (0 ratings)
    7.7
    (4 ratings)
    User Testimonials
    Charles River IMSEgnyte
    Likelihood to Recommend
    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
    Read full review
    Egnyte
    Egynte is best suited for companies that SharePoint is not the best fit for. This includes managers unfamiliar with SharePoint specifically, and those really looking for a replacement for a file server in the more traditional Windows sense. SharePoint has more or less done away with any management that resembles Active Directory or File Explorer. Egnyte's web portal is incredibly straightforward. I would say Egnyte is less suited for companies that have licensing access to SharePoint already and do not have a ton of files or granular sharing and security needs
    Read full review
    Pros
    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
    Read full review
    Egnyte
    • Sharing files externally with passwords, link expiration and granular control of permissions
    • File syncing across end-user devices using a client installed onto the computer for seamless integration for end-users as if they had mapped a drive directly to their machine
    • Implements 2FA for secure access
    Read full review
    Cons
    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
    Read full review
    Egnyte
    • The main drawback of the system that it is lacking in managing the uploading of large or huge files, even though the large files can be easily downloadable but the upload takes a lot of time.
    • While uploading the system sometimes starts lagging and the file after sometimes needs to upload again.
    • Egnyte is lacking in syncing multiple platforms at the same time. It gives access to one platform at a time which somehow hinders the work while migrating a large amount of data.
    Incentivized
    Read full review
    Likelihood to Renew
    State Street
    No answers on this topic
    Egnyte
    We found that usage of Egnyte in our supported clients, with sufficient bandwidth, provided all the features and stability we required. The billing setup was fair and the support provided was ample for end users and well as our in house admins. There was a concern about high usage clients but this was taken into account during the vetting process.
    Incentivized
    Read full review
    Usability
    State Street
    No answers on this topic
    Egnyte
    Really easy to use the interface. The web browser is very intuitive and I have not had any notable issues with this. It's easy to work on documents as a team, and the only issues we have to tend to come with Apple apps and downloading large files to WebEdit. It's very similar to the filing systems that come on Apple and Windows devices so not a steep learning curve.
    Incentivized
    Read full review
    Performance
    State Street
    No answers on this topic
    Egnyte
    Egnyte works very well across all platforms and as an add-on to other programs. Load time is close to nothing. Reports can be made in no time as well. All in all no performance issues. We can see that it depends on the local network connection. If you're running with fiber there won't be any issues.
    Incentivized
    Read full review
    Support Rating
    State Street
    No answers on this topic
    Egnyte
    I never had to reach out to customer support for Egnyte. I don't know any coworkers who have had to reach out to Egnyte for support either. As far as I am concerned, the support team is doing a good job since I have not had to reach out to them.
    Incentivized
    Read full review
    Alternatives Considered
    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
    Read full review
    Egnyte
    At the time when this was implemented (over 5 years ago and still in production), there were issues with syncing and reliability that Egnyte did not have, and have continued to impress with. Other providers have improved a lot and Egnyte is fairly costly, but switching costs would be high to move away from it to similar solutions.
    Incentivized
    Read full review
    Return on Investment
    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
    Read full review
    Egnyte
    • Allows us to easily communicate important data securely with other offices (not just sending via email)
    • It allows everyone in our office to be working on the same information at the same time
    • It meshes so well with salesforce that I can't really picture what our practice would look like if we didn't have the combination.
    Incentivized
    Read full review
    ScreenShots