About Us

Charles River provides an end-to-end solution to automate front and middle office investment management functions across asset classes on a single platform. Delivered as a hosted service, the solution offers a simplified operating model that 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.

Charles RIver Investment Management Solution Overview
Portfolio Management Trading and Order Management
Performance Measurement, Attribution, Risk (PMAR) Risk Management
Compliance Post-Trade / Settlements
Enterprise Data Management Investment Book of Record (IBOR)
Wealth Management Wealth Hub
Web-based Access TBA Processing

Charles River Timeline

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.