Charles River IMS vs. Fiserv Unified Wealth Platform (UWP)
Charles River IMS vs. Fiserv Unified Wealth Platform (UWP)
Product | Rating | Most Used By | Product Summary | Starting Price |
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Charles River IMS | 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 | |
Fiserv Unified Wealth Platform (UWP) | N/A | Fiserv offers their Unified Wealth Management technology solution, providing a multi-vehicle and multi-asset class portfolio accounting system with related trading, tax management and rebalancing tools for all fee-based advisory programs, goals-based financial and investment advisory tools, as well as reporting tools. | N/A |
Charles River IMS | Fiserv Unified Wealth Platform (UWP) | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Charles River IMS | Fiserv Unified Wealth Platform (UWP) | |
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Likelihood to Recommend | 10.0 (1 ratings) | - (0 ratings) |
Charles River IMS | Fiserv Unified Wealth Platform (UWP) | |
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Likelihood to Recommend | State Street | Fiserv No answers on this topic |
Pros | State Street | Fiserv No answers on this topic |
Cons | State Street | Fiserv No answers on this topic |
Alternatives Considered | State Street | Fiserv No answers on this topic |
Return on Investment | State Street | Fiserv No answers on this topic |
ScreenShots |