Charles River IMS vs. Wolters Kluwer OneSumX

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

Wolters Kluwer OneSumX is a perfect fit for almost all financial risk management needs. More to running financial risk analytics to help you keep an eye out on any possible financial risk, it offers outstanding functionalities in entire business regulatory analytics and reporting to help you run your business within its regulatory compliance.

Incentivized

• 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

• It is easy to run various scenario analyses and stress testing on various financial activities in order to get useful metrics about possible financial risks.
• It allows one to easily and fast process even huge amounts of data thus saving time and resources spent performing these activities.
• It is flexible and easy to customize in order to fit your working criteria so as to best meet your financial risk management needs.
• It is easy to have a full review of the entire balance sheet for easy data modelling.

Incentivized

• 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

• The price of the payment packages is a little bit high and this means it is not suitable for use by small-scaled businesses.
• It has a wider range of features whose usage needs some time to train and master. This consumes extra resources and time.

Incentivized

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

Everything about Wolters Kluwer OneSumX stands out when compared to other similar products. Talk of its well-organized interface and dashboard, the number and quality of financial risk management features all the way to the quality of the support offered by the support team. Its ease of deployment is another standalone factor.

Incentivized

• 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

• It has helped us to streamline our financial risk management experience such that we are able to detect possible financial risks in good time and deal with them accordingly.
• It has helped us to generate accurate and transparent regulatory reports that
• guides us in ensure regulatory compliance is met.
• It has allowed us to run analyses on our financial processes based on different scenarios in order to detect possible financial risk threats.

Incentivized