Charles River IMS vs Fundwave

Charles River IMS

6.1 #45 in Portfolio Management Software

About Charles River IMS

Fundwave

7.0 #15 in Portfolio Management Software

About Fundwave
Charles River IMSFundwave
Free planNoNo
Free trialNoNo
Paid from—$800/mo
Open sourceNoNo
Platforms—Android, api, iOS, Web
Asset class coveragemulti_asset_alternatives—
Performance reportingYes—
Allocation analysisYes—
Risk analysisYes—
Tax-lot trackingYes—

Both are listed in Best Portfolio Management Software. On Inferse, Fundwave scores higher on our published basis.