In the News:Charles River Anywhere extends the reach of the Charles River Investment Management System (Charles River IMS) giving users the choice of how, where and when to monitor and manage real-time portfolio, trade, compliance and post-trade information. Users can securely view and control critical Charles River IMS information via any web-enabled device.
The Charles River Anywhere web portal allows users to personalize their Charles River experience to view the information they want, in the layout they want, from a single, easy-to-use, fully configurable dashboard. Users can quickly monitor and manage portfolio exposure to sectors or any other classification; view top holdings based on the latest trade and valuation data; submit and track trades through execution; monitor and resolve compliance issues; and more. The data can be further personalized using consolidated views in text, chart and/or graph format.
Charles River’s anywhere, anytime approach to investment management enables users to efficiently manage customer relationships and quickly respond to changing market conditions.
Real-time Portfolio Management
Regardless of location, Charles
River Anywhere enables portfolio managers to contribute to the investment process.
- Monitor and manage critical, real-time information
- Personalize the entire Charles
River Anywhere experience
Mobile Compliance
Compliance professionals now have the ability to quickly monitor and respond to both pre- and post-trade compliance questions and identify trends:
- How many breaches are currently outstanding per manager, per desk, per portfolio, per region?
- How long has a compliance breach been unresolved?
- What are the 'Top 10' portfolios with alerts and what is their current status?
- How many breaches were there for any historical timeframe?
- How many rules are there in each category of tests? Regulatory rules vs. client mandates vs. manual rules?
- How many missing pieces of data are outstanding? What are the top securities, security attributes or tests causing these data exceptions? Which accounts are most affected by the data exceptions causing false alerts?
Post-Trade Monitoring
Users can monitor post-trade order and allocation status and manage the data using various criteria and the related exceptions:
- Monitor number of orders and number of allocations by status (open, ready, (mis)matched, accounting, etc.)
- Categorize number of orders, allocations and number of exceptions
Web 2.0 Technologies
Charles River Anywhere builds on the proven, award-winning Charles River IMS open architecture. It leverages standard Charles River IMS Web Services and the latest Web 2.0 technologies to deliver a rich, web-based user experience. Charles River Development’s technology infrastructure enables clients to create a user-friendly, personalized dashboard anywhere, anytime. As an add-on module, Charles River Anywhere is seamlessly integrated with Charles River IMS to extend the reach of Charles River IMS for mission critical workflows.
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