Charles River IMS
Automates front and middle office processes for buy-side firms.
Overview
The Charles River Investment Management Solution (Charles River IMS) provides a comprehensive platform for buy-side firms, including institutional and wealth managers, alternative investment firms, insurers, and asset owners. It supports the entire investment lifecycle on a single platform, from portfolio and risk management through trading and post-trade settlement, with integrated compliance management throughout. The solution is delivered via the Microsoft Azure cloud, aiming to streamline operations, reduce risk, and improve reliability.
✨ Key Features
- Portfolio Management
- Risk Management
- Order Management and Trading
- Pre- and Post-trade Compliance
- Post-trade Settlement
- Investment Book of Record (IBOR)
- Enterprise Data Management
🎯 Key Differentiators
- End-to-end single platform solution
- Integrated compliance throughout the investment lifecycle
- Strong capabilities for institutional and wealth managers
Unique Value: Provides a single, unified platform to manage the entire investment lifecycle, reducing operational complexity and risk for large investment firms.
🎯 Use Cases (5)
✅ Best For
- Automating front and middle office workflows for large asset managers.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small hedge funds or firms primarily focused on stock market offerings.
🏆 Alternatives
Offers a more integrated and comprehensive front-to-middle office solution compared to point solutions or systems with less asset class coverage.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
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