Charles River IMS vs Clearwater Analytics

Charles River IMS

6.1 #45 in Portfolio Management Software

About Charles River IMS

Clearwater Analytics

7.7 #9 in Portfolio Management Software

About Clearwater Analytics
Charles River IMSClearwater Analytics
Free planNoNo
Free trialNoNo
Paid from——
Open sourceNoNo
Platforms—api, Web
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Allocation analysisYes—
Risk analysisYesYes
Tax-lot trackingYes—

Both are listed in Best Portfolio Management Software, Best Investment Accounting Software. On Inferse, Clearwater Analytics scores higher on our published basis.