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Charles River Investment Management Solution

The Charles River Investment Management Solution (Charles River IMS) automates front- and middle-office investment management functions for buy-side firms in the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension markets. Charles River helps clients optimize operations, reduce risk, and improve reliability and consistency with:

End-to-End Investment Lifecycle Support

Charles River IMS supports the entire investment lifecycle on a single platform, from decision support activities through compliance, trading and post-trade settlement, with broad asset class support and integrated compliance management throughout. Built-in Investment Book of Record (IBOR) capabilities further improve efficiency and accuracy by removing dependence on back-office data feeds.

One Platform for Multiple Business Lines

Charles River IMS scales easily and meets the needs of both large and small organizations, while addressing the demands of institutional asset and fund managers, wealth managers, alternative investment managers and hedge funds. Diverse institutions can support multiple business lines on one platform, reducing the time and cost of bringing new products to market.

Cloud-Based Managed Services

As firms strive to reduce risk and costs, there has been a massive shift to cloud-based computing in many industries. Charles River Managed Services helps firms control operational risk, simplify day-to-day system management, and lower technology costs by hosting and managing the enterprise software, data and FIX network in a private cloud.

Anytime, Anywhere Access

Charles River provides several end user deployment options, and easily scales to support thousands of users. In addition to desktop deployment, a fully-configurable, browser-based dashboard allows financial advisors to quickly personalize information for managing complex accounts and client relationships. Charles River’s mobile app meets the growing demand for remote access by giving users a “big picture” view into Charles River IMS when away from the office via iPad and Android devices. Financial advisors and other client-facing users can make in-person meetings more interactive by using tablets as graphical reporting and presentation tools.