Masttro vs Charles River IMS

Masttro8.7Visit Charles River IMS7.9Visit

Higher score Masttro #4 in Stock Portfolio Management 8.7/10 Pricing on request ✓ 1 of 4 features Visit Masttro

vs

Charles River IMS #6 in Stock Portfolio Management 7.9/10 Pricing on request ✓ 2 of 4 features Visit site

• Masttro fits best

  Wealth firms needing custodian and alternatives coverage

• Charles River IMS fits best

  Enterprise teams managing complex investment workflows

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	Masttro 8.7/10 Visit ↗	Charles River IMS 7.9/10 Visit ↗
At a glance
Editor score	8.7	7.9
Ranking	#4 in Stock Portfolio Management	#6 in Stock Portfolio Management
Best for	Wealth firms needing custodian and alternatives coverage	Enterprise teams managing complex investment workflows
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud, Mobile	Cloud
Support	Email, Phone	Tickets · 24/7
Compliance	ISO 27001, GDPR, 2FA	ISO 27001
Built for	Mid-market, Enterprise	Enterprise
Features Masttro 1/4 · Charles River IMS 2/4
Broker account sync	Not checked yet	Not checked yet
Performance reporting	✓	✓
Tax lot tracking	Not checked yet	✓ (best)
Mobile app	Not checked yet	Not checked yet
Specs
Asset coverage	Not checked yet	Not checked yet
Portfolio limit	Not checked yet	Not checked yet
Our review
Pros	Aggregates assets across 700+ direct custodian feeds and multiple asset classes Supports alternative investment valuations, capital calls, and distributions Combines performance analysis, investment policies, and custom reporting	Combines portfolio construction, optimization, analysis and performance attribution. Connects factor risk, stress testing and scenario analysis with rebalancing workflows. Supports tax lots, order management, compliance and post-trade processing.
Cons	Pricing is custom and requires contacting sales Its broad feature set may exceed the needs of simpler portfolio tracking The published platform scope targets mid-market and enterprise organizations	Contact-sales pricing makes costs harder to assess before speaking with the vendor. Its enterprise focus may exceed the needs of smaller investment teams. Support is listed through tickets, which may not suit teams seeking other channels.
Our verdict	Masttro brings portfolio oversight and wealth-management workflows together for ultra-high-net-worth families, family offices, wealth advisors, private banks, institutions, and professional service firms. It aggregates public, private,… Read the review →	Charles River IMS brings portfolio analysis, construction, performance measurement, risk analytics, trading and post-trade processing into an enterprise investment management platform. It is aimed at investment managers, wealth managers,… Read the review →

Strengths and trade-offs

• Masttro — where it wins

  • Aggregates assets across 700+ direct custodian feeds and multiple asset classes
  • Supports alternative investment valuations, capital calls, and distributions
  • Combines performance analysis, investment policies, and custom reporting

  Where it doesn't

  • Pricing is custom and requires contacting sales
  • Its broad feature set may exceed the needs of simpler portfolio tracking
  • The published platform scope targets mid-market and enterprise organizations

• Charles River IMS — where it wins

  • Combines portfolio construction, optimization, analysis and performance attribution.
  • Connects factor risk, stress testing and scenario analysis with rebalancing workflows.
  • Supports tax lots, order management, compliance and post-trade processing.

  Where it doesn't

  • Contact-sales pricing makes costs harder to assess before speaking with the vendor.
  • Its enterprise focus may exceed the needs of smaller investment teams.
  • Support is listed through tickets, which may not suit teams seeking other channels.

• Masttro8.7/10 · Pricing on request

  Multi-asset portfolio oversight for wealth firms, with pricing tailored to each estate.

  Visit MasttroFull verdict →
• Charles River IMS7.9/10 · Pricing on request

  A cloud-based system for institutional teams coordinating multi-asset portfolios, risk and execution.

  Visit siteFull verdict →