Charles River automates the front and middle office investment process for:
Institutional Investment Managers
Institutional asset managers, banks, insurers and pension funds make more informed investment decisions and better serve their clients.
Wealth Managers and Advisors
Sponsors, private banks and financial advisors control risk and support all investment products and tailored strategies on a single platform.
Alternative Investment Managers
Alternative Investment Managers access global liquidity, monitor real-time P&L and risk, and manage complex strategies.
Montanaro Asset Management, a London based asset manager, has implemented Charles River’s Investment Book of Record (IBOR).
Johnson Investment Counsel has chosen the Charles River IMS for its institutional and wealth management businesses.
Sanlam Multi Manager has chosen the Charles River IMS to consolidate and streamline its investment management processes.