Data Platform
We help investment firms move faster with better data
Make faster decisions with confidence on our cloud-based data platform that delivers quality investment data when and how it’s needed.
Best quality data. At the largest scale. In shortest time possible.
Our data management platform speeds investment firms’ ability to act by making high quality investment data ready for consumption when it’s needed. Unify quality data across the front, middle and back office by eliminating silos.
Manage data better, capture and capitalize growing data volumes, and simplify data operations.
40+
Over 40 investment firms worldwide use our data platform to help them move faster with better data.
120K
A large investment manager leverages our data platform to master 120,000 securities and manage 3,000 benchmarks and indices.
Investment data, when and how it’s needed
Complex data ecosystems drain time and resources – searching, aggregating, cleansing, standardizing and analyzing… Streamline the process to spend less time managing data, and more time driving value.
Spend time on insights, not data management
Reduce strain and streamline data management by combining and transforming all investment data on a singular cloud-based offering that feeds all investment management applications.
Data Warehousing, AI-powered Enterprise Data Management (EDM) and data visualization tools are all underpinned by a global operating model.
Empower investment teams with faster access to quality data
Integrate all investment data seamlessly.
✔ Inserting data into the platform
✔ Multiple formats and processes
✔ ETL, ELT, messaging integration
✔ Standard pre-existing interfaces
✔ Process oversight
Produce high quality data faster and at scale.
✔ Generate faster start of day with Enterprise Data Management that uses fundamentally different approach to gold copy
✔ Vertical and horizontal scale to better handle load, demand and volume
✔ Speed the ability to act while minimizing risk exposure
✔ AI-powered data quality
Consolidate investment data across portfolios and systems.
✔ Data warehouse with customizable industry data model, full history (including as-of, as-at and time series) and ability to backfill history
✔ APIs, data share and integration with third parties
✔ Visualize data in meaningful ways with out-of-the-box persona-oriented dashboards and visualizations, as well as point-in-time and timeseries views of the data warehouse
Centralize data management for all investment teams
Integrating multiple systems costs time and money. With data as the foundational layer of Charles River’s multi-asset investment management platform, achieve the goal of a single operating model.
Portfolio managers and traders drive deep analysis with the same data the middle office uses to process trades. Solving the data problem enables a single front to back operating model across the investment process.
High quality data faster…. and at scale
Don’t let incomplete, low quality data slow operations. Quickly produce high quality investment data at scale with our EDM application. Our EDM was architected to produce gold copy data fast.
- Faster start of day with fit-for-purpose data, from creation to consumption
- Vertical and horizontal scale, with automated, exception driven workflows
- Modern cloud, technology with machine learning and AI data anomaly and issue detection
Data that is clean, rich accurate and complete.
Innovate with AI
Speed mastering and chat directly with data with ready-made AI tools. With quality data ready faster, quickly leverage proprietary AI tools on deep, high-quality data.
Better data quality with AI
Data cleansing is time-consuming and difficult. Speed the process by pointing attention where it’s needed. Our AI data quality breaks business problems into domains to efficiently model across scenarios, then flags data exceptions worthy of attention.
Ask, Alpha Co-Pilot Answers
Talk to investment data and get real answers from our AI chat bot. View trends, retrieve data, and ask questions about exceptions.
Get the Most Out of AI
Our data platform aims to produce the best quality data, at the largest scale, in the shortest time possible. Feed AI applications with quality data faster than the competition and get faster results.
Celebrating excellence in Data Management
Three essentials for data-driven success in modern investment management
Data ManagementThree essentials for data-driven success in modern investment management
Data ManagementThree key lessons from our Data Opportunity report as firms work to break down legacy silos and enable real‑time portfolio insights.
How Data-Driven Decision making is Shaping the Future of Investing
Digital TransformationHow Data-Driven Decision making is Shaping the Future of Investing
Digital TransformationBig data, machine learning (ML), and analytics are transforming investment management—unlocking insights from market, client, and alt data.
Data Platform: Vision to Reality
Data ManagementData Platform: Vision to Reality
Data ManagementAsset managers need smarter data use. We explore how our Data Platform helps turn data into faster insights and better investment decisions.
Client Success
A top investment manager saved $1M annually by retiring legacy data solutions.
A large investment manager consolidated and validated data across 20+ sources.
A leading investment manager decreased the time to onboard new benchmarks from 2-3 weeks to 1-2 days
WEBINAR: Capturing the data opportunity – Key learnings from our 2025 industry survey
Our 2025 global industry data survey reveals that most institutional investors could capture significant benefits from enhanced data use and management within the next two years. Our experts discuss key learnings and implications for investment organizations.
Explore Our Partner Network
Snowflake
FactSet
RIMES
Octaura
Liquidnet Investment Analytics
Glimpse Markets
BondCliq
ICE
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We're ready to answer your questions about our Data Management Platform.
Three essentials for data-driven success in modern investment management
Investment managers and asset owners are undergoing a data-driven transformation as their organizations seek to unify data across front-, middle- and back-office functions for a competitive edge.According to our Data Opportunity report, many firms are actively...
From Control to Confidence: The New Era of Investment Data Strategy
In August, industry leaders gathered at The Fullerton Sydney for the 10th Investment Data and Tech Summit - a milestone event marking a decade of evolving conversations around data, technology, and strategy in investment management.Having attended many of these...