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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

    Oktopost

    Score9 out of 10
    N/AOktopost empowers B2B enterprise and mid-market companies across Tech, Financial Services, Healthcare and other sectors to adopt a data-driven approach to social media marketing. Oktopost's social media management, social listening, and employee advocacy solutions enable B2B organizations to amplify their brand on social and measure the real impact of social on the business. Oktopost aims to enable marketers to better engage with customers and prospects, get actionable insights, and…

    $49

    per month

    Pricing
    Charles River IMSOktopost
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Charles River IMSOktopost
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Best Alternatives
    Charles River IMSOktopost
    Small Businesses
    No answers on this topic
    PromoRepublic
    Score7.4 out of 10
    Medium-sized Companies
    No answers on this topic
    No answers on this topic
    Enterprises
    No answers on this topic
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Charles River IMSOktopost
    Likelihood to Recommend
    10.0
    (1 ratings)
    8.7
    (16 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.1
    (7 ratings)
    Usability
    -
    (0 ratings)
    8.7
    (2 ratings)
    Support Rating
    -
    (0 ratings)
    6.4
    (1 ratings)
    Online Training
    -
    (0 ratings)
    4.5
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    7.3
    (1 ratings)
    User Testimonials
    Charles River IMSOktopost
    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
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    Oktopost
    Oktopost is great if you have several Social Media profiles you want to manage and want to schedule and post all your things in a simple interface. They have a great calendar view that shows everything that is coming up and you can easily move or change postings with a few clicks. It is also good for managing a single account. It has all the features I need for our single account markets, like campaigns, tracking, scheduling, etc. I think if you are trying to manage a very large number of social media profiles it might get a bit difficult. There are tools more suited for that than Oktopost that may be easier, but Oktopost would still work.
    Incentivized
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    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
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    Oktopost
    • Auto-poster feature that allows scheduling of posts to be made in relatively short time.
    • Calendar view has a great UI with easy to use drag and drop and editing features.
    • Message assets can be saved per campaign without having to re-draft them for repeated promotions.
    • Good reporting via excel export and dashboard overview
    • Great customer service and support! Including response rate and implementation of requested features
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    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
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    Oktopost
    • Sometimes there were bugs in the user experience, but they seemed to be quickly addressed.
    • They didn't seem to have experience dealing with large-scale company use when integrating with Eloqua information. We had a lot of issues with false data or form submits showing up.
    Incentivized
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    Likelihood to Renew
    State Street
    No answers on this topic
    Oktopost
    I give Oktopost a 9, as a 10 means NO improvement is needed, but all platforms must iterate and improve. Hands down Oktopost is the B2B marketing leader in the social and content marketing world. They are also very quick to work on things and make the experience better for users. I would say I was a very early adopter of Oktopost and have seen them grow into a very useful tool and also a great company! I am VERY excited to see what they will do next to make our B2B marketing jobs more efficient and results producing! Thanks for helping our business close 10 accounts from LinkedIn in the last year! And that is up from ZERO the year before NOT using Oktopost.
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    Usability
    State Street
    No answers on this topic
    Oktopost
    Because in general is very good, the support team is always happy to help and you can ask them anything. They always have the solution. I also like the new functionalities that they are implementing; each month, we have something new. The end user platform is very easy to be used by the sales people.
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    Support Rating
    State Street
    No answers on this topic
    Oktopost
    When I have sent in questions to support, I have received answers pretty quickly and they were helpful. However, I would like to see more information on the support page rather than having to contact them directly.
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    Online Training
    State Street
    No answers on this topic
    Oktopost
    There is a lack of online training videos or documentation. They have a long list of FAQ's but I would prefer a quick YouTube video instead.
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    Implementation Rating
    State Street
    No answers on this topic
    Oktopost
    As I stated earlier, I would suggest doing a quick session with the Oktopost team in order to properly set up the account and make sure you are getting the full experience.
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    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
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    Oktopost
    The integration with SalesForce and Marketo was the number one reason we went with Oktopost. It wasn't until after I got inside and got my hands dirty that I saw how great Oktopost was. The analytics reporting is sensational. It allowed me to easily pull reports to organize for my marketing department.
    Incentivized
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    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
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    Oktopost
    • Ability to quickly and comprehensively provide metrics on all activities to internal users and external clients helps inform and direct immediate and long term posting decisions.
    • Ability to integrate with websites and marketing platforms allows for an understanding of user interest beyond the awareness arena and into the conversion arena.
    • Ability to quickly post allows for immediate input during time sensitive social discussions.
    Read full review
    ScreenShots

    Oktopost Screenshots

    Screenshot of Social BIScreenshot of CalendarScreenshot of Post ConsoleScreenshot of Employee AdvocacyScreenshot of StreamsScreenshot of Inbox