Charles River IMS vs. Portseido

Charles River IMS

Charles River IMS

4 Reviews and Ratings

Portseido

0 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Charles River IMS	Score 8.7 out of 10	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
Portseido	Score 0.0 out of 10	N/A	With users among investors in over 160+ countries, Portseido is a portfolio tracker that helps track all investments in one place and manage dividends. It is a portfolio and dividend tracker that provides analytics and visualizations of the portfolio, with historical performance, trade analytics, and allocations, and it is accessible from a mobile device. Users can track all investments, see past and future dividends, monitor asset allocations, measure and benchmark portfolio…	$0 per month per user

Pricing

Charles River IMS

Portseido

Editions & Modules

No answers on this topic

Free: $0
per month per user
Plus Monthly: $10
per month per user
Pro Monthly: $15
per month per user
Plus Annual: $96
per year per user
Pro Annual: $144
per year per user

Offerings

Pricing Offerings
Charles River IMS	Portseido
Free Trial
No	Yes
Free/Freemium Version
No	Yes
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

User Ratings
	Charles River IMS	Portseido
Likelihood to Recommend	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	Charles River IMS	Portseido
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 Andrey Lokshin Senior Financial Analyst Read full review	Portseido No answers on this topic
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 Andrey Lokshin Senior Financial Analyst Read full review	Portseido No answers on this topic
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 Andrey Lokshin Senior Financial Analyst Read full review	Portseido No answers on this topic
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 Andrey Lokshin Senior Financial Analyst Read full review	Portseido No answers on this topic
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 Andrey Lokshin Senior Financial Analyst Read full review	Portseido No answers on this topic
ScreenShots		Portseido Screenshots