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.
Participate in an upcoming webinar on May 10 to discuss “Enabling Growth in a Time of Change: Building a Wealth Platform for the Future”
An Investment Book of Record (IBOR) provides a solid foundation for firms looking to grow their AUM and product offerings
Charles River IMS incorporates a complete set of Middle Office capabilities as an integral part of the investment management platform