TrustRadius

Charles River IMS vs. Urebal by SoftPak

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Charles River IMS
Score 9.0 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
Urebal by SoftPak
Score 0.0 out of 10
N/A
Urebal by SoftPak, is a Universal Rebalancer, with an investment modeling and rebalancing tool designed to close the gap between the ease of use associated with rule-driven rebalancing systems and investment risk-based, multi-factor optimizers, offering advisors a truly workable middle ground. Key Features Modeling: Create, edit, and maintain security-based or attribute-based models with up…N/A
Pricing
Charles River IMSUrebal by SoftPak
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Charles River IMSUrebal by SoftPak
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
User Ratings
Charles River IMSUrebal by SoftPak
Likelihood to Recommend
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Charles River IMSUrebal by SoftPak
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.
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
SoftPak Financial Systems, Inc
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)
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
SoftPak Financial Systems, Inc
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
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
SoftPak Financial Systems, Inc
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.
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
SoftPak Financial Systems, Inc
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
Andrey Lokshin | TrustRadius Reviewer
Andrey Lokshin
Senior Financial Analyst
Read full review
SoftPak Financial Systems, Inc
No answers on this topic
ScreenShots

Urebal by SoftPak Screenshots

Screenshot of the Urebal dashboard. Whether a company manages institutional assets, individual wealth, or a combination of the two, the cloud-based solution optimizes portfolio management, order creation, and trading workflows.