About Us

Charles River provides an end-to-end solution to automate the front and middle office investment management process across asset classes on a single platform. Software as a Service (SaaS) deployment simplifies client operations, improves data quality and investment professional productivity, controls risk and lowers technology costs. Charles River serves more than 350 investment firms in over 40 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets.

About Charles River Investment Management Solution:
- Portfolio Management - Order and Execution Management
- Portfolio Decision Support - Risk Management and Measurement
- Performance Measurement, Attribution, Risk (PMAR) - Post-Trade / Settlements
- Compliance - Investment Book of Record (IBOR)
- Enterprise Data Management - Wealth Management Solution




Charles River Timeline


ISO Certification

ISO CERTIFIED Charles River’s SaaS solution is ISO 27001 security certified globally for
Cloud-Based Application Management, Compliance Advisory Services, and
the Charles River FIX Network.
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