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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

Easily import data from CSV text files and Excel spreadsheets without the hassle of re-entering your information. If your software can export data, it can also be imported seamlessly. You have the flexibility to input details about your customers, products, and sales. Additionally, this system integrates with other River Cities Software packages, eliminating the need for imports if you are utilizing their accounting or service solutions. Point calculations can vary depending on the category of items sold; for instance, different calculations can apply based on the purchase location, whether the item was refurbished, or the type of business like a restaurant versus a bar. Points can be derived from various metrics, including sales figures, costs, and profits, meaning that awarding points based on profit could result in higher rewards for items that generate more profit. Moreover, distinct point calculations are available for service calls, allowing service contracts to employ unique calculations for both base charges and additional per-page fees, thereby customizing the rewards system further. This adaptability ensures that every aspect of your sales and service processes can be fine-tuned to meet your specific business needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aiforia Yes 

Integrations

Aiforia No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50 per user per month
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Charles River

Website

www.crd.com

Vendor Details

Company Name

River Cities Software

Founded

1983

Country

United States

Website

www.river-cities.com

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 

Product Features

Customer Loyalty

CRM Yes 
Corporate Memberships No 
Customer Activity Tracking Yes 
Discount Management No 
Gift Card System No 
Loyalty Card System No 
Member Portal Yes 
Membership Management No 
No-Card Loyalty System No 
Referral Tracking Yes 
Rewards Management No 

Point of Sale

Barcode Scanning No 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles No 
Discount Management No 
Electronic Signature No 
Gift Card Management No 
Loyalty Program No 
Multi-Location No 
Restaurant POS No 
Retail POS No 
Returns Management No 
eCommerce Integration No 

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