Allocare AMS
6.6#1 in investment compliance softwareAndroidiOSWebAPI
VisitAllocare AMS vs Charles River IMS
Charles River IMS
5.7#5 in investment compliance softwareWebAPI
VisitWhat both publish
| Fact | Allocare AMS | Charles River IMS |
|---|---|---|
| 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. |
Allocare AMS plans
- Allocare AMSPriced on request
Charles River IMS plans
- Charles River IMSPriced on request
Pick Allocare AMS if…
You want what its maker publishes above — check its page for the details.
Pick Charles River IMS if…
It suits investment and wealth managers, asset owners, and insurers seeking portfolio, risk, trading, compliance, and data tools in one platform. Its broad asset coverage and API connections may also suit organizations with varied markets and external systems.