
About
Charles River IMS is a cloud-based front office investment management solution delivered through Microsoft Azure that automates front- and middle-office processes for buy-side firms. It supports the entire investment lifecycle on a single platform — from portfolio and risk management through trading and post-trade settlement — with integrated compliance management throughout. The platform includes an Investment Book of Record (IBOR) for real-time cash and position data and an Enterprise Data Management (EDM) solution for reference, analytics, pricing, and benchmark data. The offering targets investment and wealth managers, asset owners, insurers and alternative investment firms and references complementary services and a learning portal (CRD Academy). The vendor asks prospects to contact sales via a web form.
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