Allocare AMS vs Charles River IMS
Allocare AMS
allocare.comCharles River IMS
crd.comSide by side
| Figure | Allocare AMS | Charles River IMS |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Investment Compliance Software | 8.5 (#2) | 7.6 (#5) |
| Spec score · Portfolio Management Software | 8.1 (#27) | 7.6 (#52) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Headquarters | Altishofen, Switzerland | Burlington, Massachusetts, USA |
| Integrations | Allocare GDF imports and exports transactions, orders, portfolios, client and instrument data, prices and exchange rates; listed interface categories include more than 50 Swiss and international depository banks, market data providers, core banking, accounting, order routing and settlement. | The portfolio page features MSCI, Axioma, RIMES, Opturo, and Jacobi as partners for portfolio and risk analytics, data, performance analytics, or portfolio management. |
| Intended users | Allocare says it serves clients in banking, insurance, asset and wealth management, family offices, pension funds and consulting. | The company identifies investment and wealth managers, asset owners, and insurers as users of Charles River IMS. |
| Performance reporting | Yes | Yes |
| Portfolio analysis | Its Analysis Tree supports flexible asset evaluation, performance and risk analysis, saved templates, order simulation and scenario testing. | Portfolio managers can analyze and visualize positions, risk, and performance with filters, pivots, scenario analysis, and what-if simulations. |
| Risk analysis | Yes | Yes |
| Support | Allocare AG lists weekday support hours of 08:30–12:00 and 13:30–17:00. | Charles River says it offers clients 24/7 support globally. |
Plans
In their own words
Allocare AMS
Allocare AMS has no write-up on Specifiction yet; its figures are above.
Charles River IMS
Charles River IMS has no write-up on Specifiction yet; its figures are above.