Charles River provides an end-to-end solution to automate front and middle office investment management functions for Buy-Side firms in the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension markets representing over $25T of assets under management globally and 25,000 users in over 40 countries. Delivered as a hosted service, the solution improves data quality and investment professional productivity, controls risk and lowers technology costs.
Charles River maintains a local presence in all major financial centers worldwide. In Latin America, Charles River has sales and service partners in São Paulo, Mexico City, and Santiago.
As a global solution provider, Charles River serves 350 Buy-Side firms including over a dozen firms across Brazil, Chile, Mexico and Panama.
Available with Portuguese and Spanish language capability, Charles River IMS supports region-specific security types and associated workflows and helps clients comply with regulations.