Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our investment suite is a comprehensive modular solution built on .NET that facilitates real-time mid and back-office administration while adhering to all current laws and regulations. It encompasses both Relationship and Instrument Data Management alongside robust Portfolio Management capabilities. This suite seamlessly integrates with various functions including Order Management, Asset Management, Corporate Actions, Settlements, Reconciliation, Taxes, and Global Custody. With the Order Management solution, users can manage securities orders in real-time, providing a unified approach that centralizes control over the ordering and execution processes across all traded instruments, including compatibility with any trading platform. Additionally, Asset Management provides tools for configuring and managing investment models and their life cycles, with features that support automatic rebalancing. These investment models play a crucial role in optimizing asset and investment management strategies, ensuring that clients can efficiently navigate the complexities of today's financial landscape.

Description

In 30 nations, investment, wealth, and alternative managers, as well as asset owners and insurers, depend on Charles River IMS for the management of assets totaling USD $36 Trillion. By collaborating with State Street’s middle and back-office services, Charles River's cloud-based front office technology underpins State Street Alpha℠, demonstrating a strategic focus on empowering clients through a unified platform that offers a comprehensive view of portfolios spanning both public and private markets. Additionally, Charles River streamlines and automates the entire investment process across various asset classes, encompassing everything from portfolio management and risk analysis to trading and post-trade settlement, while ensuring integrated compliance throughout. This innovative approach not only enhances operational efficiency but also fosters a more cohesive experience for users navigating complex financial landscapes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aiforia No 

Integrations

Aiforia Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Allshare

Country

Netherlands

Website

www.allshare.nl

Vendor Details

Company Name

Charles River

Website

www.crd.com

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management No 
Transaction Monitoring No 

Product Features

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Alternatives

IMiX Reviews

IMiX

Investment Software Group

Alternatives

Tindeco VISION Reviews

Tindeco VISION

Tindeco Financial Services
Apex AscendOS Reviews

Apex AscendOS

Apex Fintech Solutions
SS&C Advent Reviews

SS&C Advent

SS&C Technologies
FreeRiver Reviews

FreeRiver

FreeRiver Exchange
Wi5River Reviews

Wi5River

Sathya Technosoft India Private Limited