--- title: "Charles River IMS Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Charles River IMS Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/80796/Charles-River-IMS/" page_type: "product" language: "en" --- # Charles River IMS Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Charles River IMS ## What is Charles River IMS? Award-winning software for all security types that enhances investment management operations from decision support through settlement. ## What is Charles River IMS used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Charles River IMS?[Manage this product listing](https://www.g2.com/products/charles-river-ims/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Charles River IMS 5.0 (1) VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 3.9 (108) Value For Money 4.0 (1) Value For Money 4.0 (84) Customer Service 3.0 (1) Customer Service 4.4 (91) ## Charles River IMS alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (108)](https://www.capterra.com/p/79570/MRI-Software/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79570/MRI-Software/) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) Highest Rated [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) ## FAQs about Charles River IMS Overview ### What company size and specific industries is Charles River IMS built for? Charles River IMS is designed for mid-market to enterprise investment organizations, including portfolio managers, investment managers, asset managers, investment specialists, senior asset managers, portfolio specialists, and hedge fund managers. It fits firms in asset management, investment management, and hedge fund operations that need support for investment workflows. Features and Usability ### What are the key features of Charles River IMS? Charles River IMS offers portfolio management as its core feature, along with investments tracking and order management for investment workflows. It also includes benchmarking, compliance tracking, performance metrics, and risk management, plus support for bonds and stocks and commodity futures. Getting Started and Support ### What training and onboarding options does Charles River IMS offer? Charles River IMS provides in-person training, webinars, and documentation to help teams get started. In-person training supports direct instruction, webinars offer live online guidance, and documentation gives written reference material for self-paced learning and ongoing support. Getting Started and Support ### What customer support options does Charles River IMS offer? Charles River IMS provides chat support. With no reviewer feedback available for support topics, customer experience details such as response time, helpfulness, or common frustrations are not documented in the catalog data. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Charles River IMS supports **Performance Metrics** and **Investments Tracking**, helping firms monitor portfolio results and keep close watch over holdings and activity. However, it does not include **Reporting/Analytics**. Instead, it offers **Portfolio Management** (**40%**) and **Benchmarking** (**38%**), which give teams added ways to manage asset allocation and compare results against targets or market standards, helping businesses make more informed investment decisions and track performance with greater clarity. Performance Metrics 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Investments Tracking 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Benchmarking 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Compare key metrics for the business against prominent players in the industry Bonds/Stocks 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Purchase and track both bonds and stocks in the portfolio Commodity Futures 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and trade contracts to transact in tangible goods at a certain price in the future Compliance Tracking 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Charles River IMS 9 features ### All Features - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Investments Tracking: Monitor capital allocation and asset prices over time - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 4.0 (1) Value for money 4.0 (1) 4.0 Based on 1 reviews ## Support, customer service and training options Customer Service 3.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.0 (1) 3.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LP Lalit P. Business Analyst Information Technology and Services ### "Best Software for Order Management and execution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 November 1, 2022 Happy to use CRIMS from FO (Front Office) and Dealing perspective, that gives an edge (& stays ahead of the curve amongs its peers) with better trade execution capabilities. Pros Charles River IMS offers best in class feature that allows to capture thousands of orders during trading hours and execute them at best available market price over different trading venues it supports Cons Not good for Back Office functionalities such as Trade settlement and reconciliation etc. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.