Charles River Software as a Service


Charles River’s Strategic Cloud Solution

Charles River delivers its investment management solution in a Software as a Service (SaaS) model utilizing Microsoft® Azure. The Charles River Investment Management Solution (Charles River IMS) provides a platform that enables timelier investment decisions, helps firms adhere to regulatory requirements, and scales seamlessly to support organic and acquisition-based business growth. A secure cloud environment that offers proactive threat monitoring and simplified disaster recovery allows managers to focus on delivering investment products to their clients. Read more about Azure’s capabilities here.

Key Benefits

Performance and Scalability

  • Global reach and geographic proximity helps enhances performance
  • On-demand provisioning
  • Predictive and prescriptive analytics


  • Resilient infrastructure
  • Embedded AI-based monitoring
  • End-to-end encryption
  • Streamlined disaster recovery


  • Extensible platform
  • Deep data history and analytics
  • Version-independent micro-services
  • Continuous enhancements

Simplifying Buy-Side Operations with SaaS

Software as a Service (SaaS) deployment helps simplify client operations, improve data quality and investment professional productivity, manage risk, and lower technology costs.

Potential Benefits

  • Increase end user satisfaction
  • Access the latest software capabilities
  • Help ensure the necessary data
  • Can reduce operational risk
  • Improve day to day operations
  • Minimize staff requirements and training
  • Reduce technology and support costs

Additional Client Services

To help ensure high end-user satisfaction and value for clients, Charles River offers a comprehensive set of support services designed to meet each firm’s needs based on geography, available resources, budget, and overall goals. Our approach is pragmatic and flexible, encompassing training, end-user support, onsite support, product knowledge and proven methodologies for successful deployment. Read more about our professional services here.