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    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

    E*TRADE

    Score1.2 out of 10
    N/AE*TRADE is a financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the Company focused on delivering complete and easy-to-use solutions for traders, investors and stock plan participants.N/A
    Pricing
    Charles River IMSE*TRADE
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Charles River IMSE*TRADE
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—$0--Stocks, options, and ETFs/ $0.65 50¢ with 30+ trades per quarter--Options contracts/ $1.50--Futures contracts/ $1.00 per bond, (minimum $10, maximum $250)--Bonds (online secondary trades)
    More Pricing Information
    Community Pulse
    Charles River IMSE*TRADE
    Considered Both Products
    State Street
    Chose Charles River IMS
    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 …
    Incentivized
    E*TRADE
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    60%
    Would buy again
    3 Answers
    Delivers good value for the price
    No answers on this topic
    60%
    Delivers good value for the price
    3 Answers
    Happy with the feature set
    No answers on this topic
    60%
    Happy with the feature set
    3 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    80%
    Lived up to sales and marketing promises
    4 Answers
    Implementation went as expected
    No answers on this topic
    80%
    Implementation went as expected
    4 Answers
    Best Alternatives
    Charles River IMSE*TRADE
    Small Businesses
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    Coinbase
    Score7.3 out of 10
    Medium-sized Companies
    No answers on this topic
    Coinbase
    Score7.3 out of 10
    Enterprises
    No answers on this topic
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Charles River IMSE*TRADE
    Likelihood to Recommend
    10.0
    (1 ratings)
    1.2
    (5 ratings)
    User Testimonials
    Charles River IMSE*TRADE
    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
    E*TRADE
    During the COVID pandemic, the airline companies were taking a big hit on travel and I saw this as a great opportunity to invest in airline stock because its value in the market had dropped tremendously. I used this opportunity to invest in multiple airline stocks through e-trade by buying the stock at an all-time low for airline stock. It was a great investment for me in the long term.
    Incentivized
    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
    E*TRADE
    • I like their sell orders that allow you to set a price or percentage as a stop loss.
    • Their dashboard is easy to use and gives you some quick info.
    • I also like E*TRADE's reports for gains and losses.
    • Moving funds into and out of your accounts is pretty simple with E*TRADE.
    Incentivized
    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
    E*TRADE
    • summary page needs to have more details like it doesn't show current market price for an option purchased
    • purchase or sell needs to be user friendly so it takes less time.
    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
    E*TRADE
    robinhood is similar to e-trade but they are geared more to bitcoin and companies that may not be offered on E*TRADE because they are off-market companies.
    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
    E*TRADE
    • Limit how much you want invest.
    • This is an open trade website and there is a risk of losing your money based on your investments.
    • If you make some sound investments and keep yourself within a budgeted spending limit there is the opportunity to make money on e-trade.
    Incentivized
    Read full review
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