Latest News
Award Win
Charles River IMS has been selected as winner of the “Best Trading Platform” award in the fifth annual FinTech Breakthrough Awards.
Client News
Colfondos has selected Charles River IMS to manage their domestic and global equity and fixed income portfolios on a consolidated platform.
Press Release
Multiple clients adopt the Charles River Investment Management Strategic Cloud Solution delivered on Microsoft® Azure.
Wealth Management
Direct index portfolios have been utilized by high net worth investors for 20+ years. This slow but steady growth became an avalanche in 2020.
Webinars and Events
Corporate Actions Processing in Charles River IMS
Discussion and demo of the latest processing capabilities, from data acquisition and validation to processing and position adjustment.
US/EMEA – April 21, 2021
Register Now
APAC – April 28, 2021
Register Now
MMI Summit 2021
Join senior executives from across the advisory industry for this two-day Summit which will focus on moving forward in an environment of accelerated change.
Charles River is a MMI Cobalt Partner.
April 21 and 22, 2021
Register Now
Next Level Learning Sessions Available for Charles River IMS
Expand your knowledge of the Charles River IMS: Learn product “how to’s” and best practices for different components and workflows. Participants will come away with a greater understanding, improved confidence, and resource material that can be referenced later.
Want to learn more? Get in touch.
We're ready to answer your questions.
Contact us or follow us on our social channels.
Want to learn more? Get in touch.
We're ready to answer your questions.
Contact us or follow us on our social channels.