Charles River IMS

Charles River IMS

Investment and wealth managers, along with asset owners and insurers in over 30 countries, trust this software to oversee more than USD $60 trillion in assets. Its cloud-based front office capabilities streamline portfolio management, trading, and compliance, offering a unified view across public and private markets, enhancing operational efficiency and decision-making.

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Top Charles River IMS Features

  • Cloud-based front office technology
  • Integration with State Street Alpha
  • Portfolio personalization strategies
  • Direct indexing capabilities
  • Advanced liquidity management
  • Unified Managed Accounts support
  • Real-time risk analytics
  • Multi-asset class support
  • Global compliance automation
  • Extensive client network
  • Industry thought leadership resources
  • Data management via Snowflake
  • AI-driven data quality enhancements
  • Seamless trading execution
  • Comprehensive transaction management
  • Support for managed accounts
  • Enhanced client experience
  • Support for private credit investment
  • Dynamic operating model strategies
  • Integration with OptimX liquidity solutions