Implementation & Consulting

Implementation Services

Charles River's implementation experts help clients achieve successful cloud-based deployment through proven methodologies that produce high quality results in a timely fashion. Implementation begins with a thorough assessment of the current situation:

  • Data requirements
  • Workflow considerations
  • 3rd party integration needs
  • Geographic distribution
  • Existing system technology

The Client Team then works closely with the client to define the overall implementation framework and tailor the project plan for optimal results.

Consulting Services

Charles River's Consulting Services ensure that the Charles River IMS implementation stays aligned with changing business needs, and help clients improve efficiencies, productivity and performance across their entire investment management infrastructure. Consultants offer in-depth project expertise across the full breadth of product knowledge areas, including:


  • Compliance rule set up and optimization
  • Systems integration
  • Specialized reporting
  • Technical audits

Consultants also add value for clients by applying best practices derived from working with Charles River IMS in diverse markets worldwide.