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Charles River IMS vs Upvest

Charles River IMS logo
Charles River IMSInvestment Management Software
Upvest logo
UpvestInvestment Management Software
CustomPublished price
Charles River IMS logo
Charles River IMS
Investment Management Software

Cloud-based front office technology for investment and wealth managers

Upvest logo
Upvest
Investment Management Software

Europe's leading investment infrastructure

Overview
CategoryInvestment Management SoftwareInvestment Management Software
What it isInvestment management platform by State Street providing OMS, compliance, and risk for asset managers.German investment API for brokerages and neobanks.
Pricing
Published priceNo public pricing. The Charles River Investment Management Solution (now part of State Street Alpha) is an enterprise front-to-back platform quoted per client by users, modules, a…Custom
No public pricing. Upvest is a B2B investment-infrastructure provider sold via custom enterprise agreements to banks, brokers, and fintechs, typically priced on volume/usage of it…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded19842017
Team size1001-5000 employees51-200 employees
HeadquartersBurlington, MABerlin, Germany

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