Back to Directory
Capital Markets & Investment โ€บ Trading & Execution โ€บ Order Management System (OMS)

Charles River IMS

Cloud-based front office technology for investment and wealth management.

Overview

Charles River IMS is a cloud-based investment management solution used by investment and wealth managers, asset owners, and insurers in approximately 30 countries. It supports the management of over USD $59 trillion in assets and integrates with State Streetโ€™s middle and back office services as part of the State Street Alpha platform.

The platform is utilized by over 29,000 professionals and more than 310 clients globally, providing tools for multi-asset portfolio management and compliance. Charles River IMS offers capabilities to support trading, compliance, and operational workflows within front office investment management.

Charles River IMS is designed to help firms drive innovation and growth through integrated technology solutions, supporting a range of asset classes and investment strategies.

Key Features

  • + Multi-asset portfolio management
  • + Front office trading and execution
  • + Compliance monitoring and management
  • + Integration with State Street middle and back office services
  • + Cloud-based deployment
  • + Support for global investment workflows
  • + Data management and reporting capabilities

Integrations

State Street AlphaMiddle and back office systemsCompliance systems
See something inaccurate or out of date? Let our editorial team know.