Charles River IMS
Automates front and middle office processes for buy-side firms.
Overview
Charles River IMS is a comprehensive front and middle office platform that supports the entire investment lifecycle. It is designed for institutional asset managers, wealth managers, and other buy-side firms to streamline operations, manage risk, and make informed investment decisions.
✨ Key Features
- Portfolio Management
- Order and Execution Management
- Compliance and Risk Management
- Post-Trade Processing
- Data Management
🎯 Key Differentiators
- Comprehensive front-to-back office capabilities
- Strong position in the wealth management sector
- Part of State Street
Unique Value: Provides a single, unified platform to manage the entire investment lifecycle, reducing operational complexity and risk for large investment firms.
🎯 Use Cases (5)
✅ Best For
- Automating front and middle office workflows for large asset managers.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small hedge funds or firms primarily focused on stock market offerings.
🏆 Alternatives
Offers a more integrated and comprehensive front-to-middle office solution compared to point solutions or systems with less asset class coverage.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in Order Management Systems
BlackRock Aladdin
A comprehensive, multi-asset investment management platform....
SimCorp Dimension
A front-to-back investment management platform....
SS&C Eze (Eze Investment Suite)
A comprehensive suite of tools including an OMS, PMS, and EMS for buy-side and sell-side firms....
Bloomberg AIM
A comprehensive buy-side order management system....
FactSet Portware
A multi-asset execution and order management system (EMS/OMS) with advanced AI-driven trading tools....
Linedata Longview
An award-winning order management system providing a highly configurable and comprehensive global tr...