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The middle office serves as the translation layer between front office investment and back office accounting systems. Middle office functions include position management, trade confirmation and settlements, corporate action processing, collateral management, cash and position reconciliation, and maintaining the firm’s security master.

Many firms are re-evaluating their middle office model in order to provide more accurate, timely position data to the front office and reduce reliance on manual, error-prone post-trade processes. While outsourced solutions are one possible approach, this introduces new costs, risks, and integration challenges. Charles River IMS incorporates a complete set of middle office capabilities as an integral part of the investment platform, including:

Charles River IMS provides a viable alternative to middle office outsourcing and reduces reliance on back office accounting systems and custodial position reporting. The solution automates the entire post-trade life cycle, providing faster processing and high-volume scalability, and delivers timely and consistent information across the enterprise. Firms can better meet their growing volume of regulatory reporting requirements (MiFID II, Dodd Frank) and maintain compliance with industry standards (GIPS).

Charles River IMS Middle Office BrochureCharles River IMS: Middle Office

Charles River provides a complete set of middle office capabilities for investment firms, including position and collateral management, post-trade and settlement, and PMA and GIPS compliance.

View the Brochure >

Charles River IMS Middle Office Brochure

Charles River IMS: Middle Office

Charles River provides a complete set of middle office capabilities for investment firms, including position and collateral management, post-trade and settlement, and PMA and GIPS compliance.

View the Brochure >