Charles River Development
HQ Address
700 District Avenue, Burlington, MA 01803, United States
Website Address
Business introduction
Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage nearly USD $58 Trillion in assets
Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®
Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD ~$58 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®.
Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix.
With a 1750+ global headcount, Charles River serves clients in 11 regional offices.
Charles River Development Solutions
Anytime, Anywhere Access
Charles River Anywhere is a browser-based portfolio management, compliance and trading solution that easily scales to support thousands of users. The fully configurable dashboard allows users to quickly personalize information for managing complex accounts and client relationships. Financial advisors, executives, compliance officers and other Charles River IMS users can securely......
business needs
view solutionCharles River Wealth Hub
The Charles River Wealth Hub enables wealth managers to automate and streamline communication with sponsors. Rather than relying on email and learning multiple user interfaces to upload information separately into each sponsor’s platform, managers access a single dashboard for all communications, where they can securely distribute account and model updates......
business needs
view solutionCharles River Wealth Management Solution
Charles River’s Wealth Management Solution helps wealth managers, private banks and financial advisors support discretionary and non-discretionary private wealth products, enhance mobility, and efficiently manage their book of business. Comprehensive multi-asset/multi-currency functionality supports tailored portfolio strategies such as separately managed accounts (SMAs) and unified managed accounts (UMAs). Charles River Wealth Management......
business needs
view solutionInvestment Book of Record (IBOR)
Charles River’s Investment Book of Record provides traders and portfolio managers with an accurate, real-time, and consolidated view of positions and cash. Purpose-built for the front office, Charles River’s IBOR provides an investment-centric view of positions. This reduces trade errors and time spent manually reconciling position data. As an integral......
