Charles River Development
A State Street Company.
Overview
Charles River Development, a State Street company, provides an end-to-end investment management platform for institutional asset and wealth managers. Their platform supports the entire investment lifecycle, from portfolio management and trading to compliance and post-trade settlement. Charles River's solutions are designed to help firms to improve efficiency, reduce risk, and enhance decision-making.
✨ Key Features
- Portfolio Management
- Trading and Order Management
- Compliance and Risk Management
- Post-Trade Processing
- Data and Analytics
- Wealth Management
🎯 Key Differentiators
- End-to-end, front-to-back office solution
- Strong focus on the institutional asset and wealth management sectors
- Backed by the strength and stability of State Street
Unique Value: Charles River helps firms to simplify their investment management operations and achieve better outcomes for their clients.
🎯 Use Cases (3)
✅ Best For
- Providing a single, integrated platform for the entire investment management process
- Helping firms to automate their workflows and improve operational efficiency
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small advisory firms with simple needs
- Firms that are not looking for a comprehensive, front-to-back office solution
🏆 Alternatives
Charles River offers a more comprehensive and integrated front-to-back office solution than many of its competitors, which can help firms to reduce complexity and improve efficiency.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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