# Charles River IMS Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Charles River IMS Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/80796/Charles-River-IMS/reviews --- # Charles River IMS Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.crd.com&name=Charles River IMS) ## 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. [4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/) Starting Price Contact vendor Starting Price $3000 Per Feature, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.7 (251) Value For Money 4.0 (1) Value For Money 4.8 (241) Customer Service 3.0 (1) Customer Service 4.9 (247) ## Charles River IMS alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month [Learn More](https://www.capterra.com/p/230513/Human-Interest/) [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 Order Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage and track customer orders for goods, investments, or any other purchases Charles River IMS 9 features Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio Track and trade contracts to transact in tangible goods at a certain price in the future Track and report regulatory data to either internal management or external stakeholders Monitor capital allocation and asset prices over time Manage and track customer orders for goods, investments, or any other purchases A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk 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) ### Starting price Contact vendor for pricing Free trial not available 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. 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