Charles River IMS 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.
Charles River IMS Alternatives
Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless.
Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent.
Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale.
No code required. No micromanagement. Just proof that work gets done right, every time.
Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage.
From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.
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Filecamp is a cloud-based Digital Asset Management (DAM) software solution that helps marketing & creative teams organize and share their digital media such as images, videos, and brand guidelines.
Filecamp comes with unlimited users, each user configured with their own set of user-, admin-, and folder permissions.
Filecamp's unique custom branding options will make sure your DAM system matches your brand guidelines.
The built-in online proofing and commenting tools allow you to review and approve creative work.
Prices start at only USD 29/month and their free 30-day trial allows you to test the solution with your files, teammates, and customers.
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Fidessa
Connect with all your buy-side clients and brokers while executing trades across over 100 markets. Our comprehensive solution offers everything required for trading, from automated low-touch options to complete order and risk management. In today's complex equities trading landscape, leveraging advanced technology is crucial for business growth, as it can streamline operations, simplify workflows, and enhance efficiency. Regardless of whether you're a niche broker or a major global financial institution, Fidessa equips you with an all-in-one integrated solution for equities trading. Our platform features sophisticated algorithmic trading capabilities, extensive order management, and seamless straight-through processing to the middle office, as well as integration with various third-party systems. With our solution, you can trade on equity markets globally and gain immediate access to a network of over 6,500 buy-side firms and 600 brokers, ensuring you have the tools needed to succeed in a dynamic trading environment. Furthermore, our innovative approach helps you stay ahead in a rapidly evolving marketplace.
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Wi5River
Wi5River serves as a comprehensive bandwidth management tool designed to enhance internet efficiency for businesses.
One key capability is bandwidth throttling, which enables organizations to control the internet usage of individual users or departments, thus minimizing network congestion and ensuring reliable access for everyone.
Additionally, the content filtering feature empowers businesses to restrict access to specific websites or content categories, safeguarding employees from inappropriate materials and reducing distractions from non-work-related sites.
Wi5River also offers thorough reporting functionality, allowing companies to monitor their internet usage meticulously and pinpoint opportunities for cost savings.
This adaptable solution caters to enterprises of any size, making it a versatile choice for bandwidth management.
As a cloud-based service, Wi5River eliminates the need for physical hardware purchases or installations, streamlining the implementation process.
For those interested in discovering more about how Wi5River can benefit their organization, a visit to the Wi5River website is recommended.
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Company Details
Company:
Charles River
Website:
www.crd.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Webinars
In Person
Customer Support
Online Support
Charles River IMS Features and Options
Investment Management Software
Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
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